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
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.
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.
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.