Jason – Business Owner Planning What’s Next
Who he is:
Jason (51) built a successful commercial landscaping company from the ground up. He’s now thinking about succession and how to use the wealth he’s created without losing his identity.
What’s on his mind:
- “Should I sell or pass the business to my kids?”
- “How do I transition without giving up control too soon?”
- “Can I afford to stop working?”
- “What’s next for me if I’m no longer running the company?”
How we helped:
We became Jason’s strategic partner—not just for financial planning, but life planning. We helped model sale scenarios, structured a gradual exit plan, and aligned his wealth with his next chapter. We also helped him talk to his kids and clarify roles, making sure money didn’t get in the way of family.
Haas Financial Group insight:
Jason’s challenge wasn’t just technical - it was emotional. We helped reframe his identity beyond the business and create a new purpose-driven plan for life after ownership.
