II · Exit Planning
Our Mission
— Pierre M. Movsessian
Our mission is to empower our clients and their families to live their one best life, through education and trusted advice.
We act under a fiduciary standard of care and put your interests first. We review where you stand, learn what you’re working toward, and build a plan to chart the path.
Who we serve — four quarters of one circle
Business Owners · Certified Exit Planning Advisor
For most owners, the business isn’t part of the balance sheet. It is the balance sheet.
Decades of work, almost all of your family’s wealth, and your identity are concentrated in a single illiquid asset — one you cannot diversify, cannot easily borrow against, and can only convert to cash once.
Nearly everything that determines what you walk away with is decided in the years before a buyer is ever in the room.
Your investment banker leaves at closing. Your wealth manager shows up afterward and never knew the business. We’re in all four rooms.
How We Work With Owners
01
Before — three to five years out
02
During the transaction
How We Work With Owners
03
After the sale
04
For the generation after
The family that just sold a business is the family that most needs a CFO — suddenly liquid, suddenly complex, and suddenly aware that everything depends on one person understanding how it all fits together.
Who’s In The Room
You will assemble an excellent team for the transaction. The question worth asking early is which of them is still there a year later — and which was there three years before.
| Investment banker | M&A attorney | CPA | My 360 | |
|---|---|---|---|---|
| 3–5 years before a sale | Rarely this early | Not typically | Filing returns | Valuation, readiness, and the planning that only works this far out |
| During the transaction | Runs the process | Papers the deal | Tax & diligence | The seat accountable to you and your family |
| The day it closes | Engagement ends | Engagement ends | Files the return | The proceeds become a plan |
| Five years later | Gone | Gone | Annual return | Your Family CFO, coordinating every adviser |
Descriptions reflect the customary scope of those engagements and are general illustrations only; individual firms and engagements vary. We work alongside your banker, attorney and CPA rather than replacing them.
The Rest of the Circle
Exit planning has a beginning and an end. What follows it — managing the proceeds, and holding the picture together for your family — does not.
Investment management and planning for families building and protecting what they have.
One Family CFO coordinating every adviser, and continuity so your family never starts over.
Retirement plans and benefits for employers — and how we meet most business owners.
Ask us for the brochure on any of these, or see all four together at my360wealth.com.
Why My 360
Certified Financial Planner™ — the profession’s gold-standard credential for comprehensive planning.
Accredited Investment Fiduciary — training in fiduciary responsibility and prudent investment practices.
Legally and ethically bound to put your interests first on the advice we give.
Pierre M. Movsessian, MBA, CFP®, AIF®, and his dedicated team — together with a network of leading attorneys, CPAs and specialists.
Office
500 N. Brand Blvd, Suite 2120
Glendale, CA 91203
Reach us
818.547.4720
service@my360wealth.com
www.my360wealth.com
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba My 360 Wealth Management, a registered investment advisor and separate entity from LPL Financial.
My 360 Wealth Management Group, Global Retirement Partners and LPL Financial do not provide tax or legal advice. Please consult your tax advisor or attorney. LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Pierre Movsessian CA Insurance #0B65327. Business valuation and exit planning services are educational and planning in nature and are not an appraisal, a fairness opinion, or a solicitation to buy or sell a business.