San Diego, CA – August 16, 2022 – Efficient Exit President Reid Limpert, founded this division in June of 2022 after establishing his own rewarding career with two world wide financial firms. His past experience in those firms led him to form Efficient Exit, where he continues to fully utilize his extensive knowledge and vast resources to benefit successful business owners across the country and the United States.
Efficient Exit brings a unique value proposition and approach to United States High Net Worth investors. They aggregate, synthesize, and manage a network of the best-in-class creators and providers of conservative yet esoteric planning approaches that create unique value for their clients. (For both Pre or Post-liquidation).
Efficient Exit works with a select group of HNW individuals, family offices, and fiduciaries to address the most pressing issues facing today’s ultra-high net worth, such as longevity risk management, capital preservation, insurance planning, and wealth transfer strategies, and more.
With their network of experts in tax planning/tax law, estate planning/estate law, and investment management disciplines they provide clients with an integrated approach to all aspects of wealth management.
Efficient Exit President Reid states, “Our ultimate goal is to maximize our clients’ asset protection, wealth accumulation, and transfer. We do this by eliminating unnecessary tax inefficiencies which are generally associated with the more conventional planning methodologies.”
The company not only focuses on maximizing the efficiency upon exit of business sales, but also the equity holdings and portfolios, real estate, cryptocurrencies, qualified plans, stock options, and much more.
Under the close eye of Reid’s team of skilled experts, a customized path is paved based on their priorities and existing structure.
Efficient Exit is a division of JRL Premier Wealth Planning located in San Diego, California.