Succession Planning
Create a clear exit and leadership transition strategy with business valuation support, buy-sell agreement considerations, retirement planning, and ownership transfer guidance tailored to your family enterprise.
Protect what your family has built with legacy planning designed for business owners who need clarity on succession, estate strategy, taxes, risk, and retirement income. Endeavor Financial Group helps Indiana entrepreneurs connect personal wealth with business value, so leadership transitions, ownership transfers, and future family goals are handled with intention, coordination, and long-term confidence throughout generations.
Coordinated planning solutions for ownership transition, family wealth protection, tax strategy, and long-term business continuity.
Create a clear exit and leadership transition strategy with business valuation support, buy-sell agreement considerations, retirement planning, and ownership transfer guidance tailored to your family enterprise.
Coordinate financial strategy with legal professionals so wills, trusts, beneficiary planning, and asset transfer goals work together to protect your legacy and simplify decisions for loved ones.
Work alongside your accountant to identify year-round tax planning opportunities, evaluate business structure implications, and prepare for major purchases, investments, ownership changes, or future transfers.
Identify financial risks that could disrupt operations, from market downturns to key employee loss, then develop reserve, insurance, and continuity strategies that help safeguard the company.
Build a diversified investment strategy for personal and business assets, helping preserve liquidity, support future projects, and keep capital working toward long-term family goals.
Connect business decisions with personal financial objectives, including retirement income, debt management, cash flow, employee benefits, asset acquisition, and long-term wealth transfer planning.
We begin by learning your business story, family dynamics, ownership structure, personal goals, and transition concerns. This discovery step helps clarify what matters most before recommendations are made.
A comprehensive advisory team focused on your business, family, and future.
Planning extends beyond investments to succession, taxes, retirement, risk, and family wealth.
CFP® and CFA® professionals bring disciplined planning and investment analysis to complex decisions.
Every recommendation begins with your goals, ownership timeline, and complete financial picture.
Dedicated professionals collaborate to provide education, informed direction, and ongoing monitoring.
Experienced advisors guiding owners through complex financial transitions.
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.
Legacy planning for family business owners connects succession, estate strategy, retirement income, tax planning, investment management, and business protection into one coordinated roadmap. The goal is to help preserve business value, prepare the next generation or successor, reduce unnecessary disruption, and align ownership decisions with your family’s long-term financial goals.
Talk with an advisor about your business transition goals.
Recognized standard for comprehensive financial planning.
Advanced credential for investment analysis expertise.
Holistic guidance beyond limited asset management.
Share your goals, transition concerns, and planning priorities. Endeavor Financial Group will help you understand next steps and whether a coordinated legacy planning engagement fits your needs.
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.