Align Your Business and Personal Plan
To have a successful and fulfilling exit, an owner's Personal, Financial, and Business goals must all be in alignment. Once we completely understand your personal vision and create your financial plan, we offer the following services to bring all three together.
We analyze, implement, and manage savings plans for the business. (401ks, Pensions, SEPs etc.)
Wealth Gap Analysis
We determine how much additional wealth you need to accumulate to meet your retirement goal (not including your business).
We will determine an estimated range of value of how much your business is worth.
Exit Planning Strategies
Learn what exit planning strategies could apply to your business.
We ensure a continuity plan is in place and periodically review it as leadership roles may change.
Assembling Your Team
We ensure you have a Core Team in place to help support your goals and transition plan. This includes at a minimum having an attorney, CPA and value growth advisor.