Succession Planning
Build a clear exit strategy with business valuation considerations, buy-sell agreement planning, leadership transition guidance, and retirement income coordination designed around your timeline and legacy goals.
Plan your next chapter with business owner retirement planning built around your company, income needs, and long-term legacy. Endeavor Financial Group helps Raleigh entrepreneurs connect succession, investment strategy, tax planning, and retirement income into one clear roadmap—especially important in the Research Triangle’s competitive business environment where timing and structure can shape outcomes.
Integrated planning services designed to align your business transition, personal wealth, tax strategy, and retirement goals.
Build a clear exit strategy with business valuation considerations, buy-sell agreement planning, leadership transition guidance, and retirement income coordination designed around your timeline and legacy goals.
Coordinate your business decisions with personal financial goals, including contingency planning, debt strategy, benefits decisions, expansion planning, and retirement readiness for owners and executives.
Work with your accountant to evaluate entity structure, deductions, credits, major purchases, and retirement contributions so tax decisions support both business objectives and future income needs.
Create a diversified investment strategy for personal and business assets, helping capital work toward long-term growth, liquidity, and stability as retirement approaches.
Turn business income, expenses, reserves, and projections into actionable insights so you can plan contributions, liquidity, hiring, distributions, and retirement timing with confidence.
Identify risks that could disrupt your retirement plan, from market downturns to key employee loss, and develop protection strategies using reserves and appropriate insurance planning.
We begin with a detailed conversation about your company, retirement timeline, income needs, family priorities, and desired role after transition. For Raleigh owners, we also consider local growth dynamics and competitive pressures across the Triangle.
Business owners need more than investment advice—they need coordinated planning.
Certified Financial Planner guidance supports thoughtful retirement, investment, tax, and estate planning decisions.
Chartered Financial Analyst expertise strengthens portfolio strategy for complex owner wealth situations.
Specialized planning helps Raleigh entrepreneurs connect company value with personal retirement income needs.
A structured five-step process gives Triangle business owners direction from discovery through monitoring.
Experienced advisors supporting business owners with coordinated financial guidance.
President of Endeavor Financial Group
Eric Bilitz serves as President of Endeavor Financial Group, leading the firm's mission to deliver comprehensive investment management and strategic wealth planning tailored to each client's unique financial situation. Based in Indiana, Eric brings a consultative approach to every client relationship, specializing in personalized financial planning for pre-retirees, small business owners, and executives. Under his leadership, Endeavor Financial Group operates on a five-step structured process — from discovery and analysis to implementation and ongoing monitoring — ensuring clients receive a clear roadmap toward financial freedom. Eric is committed to building long-term relationships grounded in trust, integrity, and respect, providing clients with unbiased guidance and the financial confidence they deserve.
Financial Advisor
Mike Gonzales is a dedicated Financial Advisor at Endeavor Financial Group, serving clients across Indiana with personalized wealth planning and investment management strategies. Mike works closely with pre-retirees, small business owners, and entrepreneurs to develop comprehensive financial plans designed to meet their individual objectives. As part of Endeavor's collaborative team approach, he provides professional support, education, and informed direction at every stage of a client's financial journey. Mike is committed to delivering holistic financial guidance that addresses each client's complete financial picture, helping them achieve long-term results and lasting peace of mind through strategies grounded in trust, integrity, and respect.
Joe Bilitz is a valued team member at Endeavor Financial Group, contributing to the firm's mission of providing strategic wealth planning and investment management tailored to each client's unique financial goals. As part of Endeavor's collaborative, team-driven approach, Joe supports clients across Indiana with a commitment to trust, integrity, and personalized service. He works alongside the firm's experienced advisors to ensure every client receives comprehensive attention across all areas of their financial life — from planning and analysis to implementation and ongoing monitoring. Joe is dedicated to helping individuals, families, and business owners build confidence in their financial futures and achieve the clarity they need to move forward.
The best retirement plan depends on the owner’s income, employee structure, tax goals, and exit timeline. Common options may include SEP IRAs, SIMPLE IRAs, Solo 401(k)s, traditional 401(k)s, cash balance plans, or profit-sharing plans. A strong strategy also coordinates investments, business succession, tax planning, and future income needs rather than choosing an account in isolation.
Talk with our team about your business transition goals.
Certified planning guidance for complex financial goals.
Advanced investment analysis and portfolio expertise.
Five-step process for ongoing financial direction.
Share your retirement goals, business transition timeline, and key concerns. Endeavor Financial Group will help you understand the next steps toward a coordinated plan.
For immediate assistance, feel free to give us a direct call at 463-273-4062. You can also send us a quick email at team@endeavorfg.com.
For immediate assistance, feel free to give us a direct call at 463-273-4062. You can also send us a quick email at team@endeavorfg.com.