Had been trying to secure funding for my business succession plan. The first firm I worked with never got the job done and would not take or return my calls. Then, I was referred to Woodburn Financial. I was amazed at the professionalism, courtesy and effectiveness at picking up the pieces and getting the job done with speed and accuracy. I had my $5,000,000 policy in no time, along with immense peace of mind that my business will be successful for the next generation to come.
-William J.—been in the restoration business for over 3 generations.
Woodburn Financial helped us finally fund our business succession agreement that had been in place after 20 years. Our father was a jogger and always seemed to be the picture of health. Unfortunately, while jogging on a beautiful spring evening, we lost my father to a sudden heart attack. Though the grief was immense, we knew that we could use the tax-free proceeds from the life policy owned by the business to keep all of our employees and are still in business today.
-Joe C.—second generation family produce business.
Being a millennial with just one partner running a successful IT business, I had no idea what was needed to protect our business from the unexpected events in life. My business partner is an avid cyclist and usually rode his bike to work. One morning, he was hit and suffered many broken bones and spent several months in rehab. Thank goodness that we had done our homework with the assistance of Woodburn Financial just a couple of years prior. I had the peace of mind knowing that no matter how long it would take my partner to be able to come back to work, that I had the funding to secure and train his replacement in the interim. Now, I can say that we have expanded the business with a total of 3 business partners and are growing well beyond our dreams.
-Kyle S.
