Who We Do Our Best Work With:
Privately owned business owners generating $1 million+ in annual revenue per year.
You value expert advice because selling your business is a once in a lifetime event.
Having an ongoing partnership is important to you rather than going at it alone.
A NO COST ASSESSMENT SO YOU CAN MAKE AN INFORMED DECISION ABOUT PARTNERING WITH US
Step 1:
Schedule a 20 Minute Call
We listen and ask questions to gain a basic understanding of your particular situation and concerns. I'll answer any questions you may have and discuss our planning process where appropriate.
Step 2:
Explore
Next is a 1 - hour video call to learn more about you and your family, get to understand your business better, and the desired value of a plan. We'll review tangible examples of the financial planning and business planning process including the Business Assessment.
Step 3:
Review the Assessment
With your assessment complete we will review our findings and recommendations. We'll reveal how your business scores on the 8 Factors That Drive Company Value and a detailed action plan for how to improve your score in each.