Align your business goals with your personal financial plan.
We analyze, implement, and manage savings plans for the business. (401ks, Pensions, SEPs etc.)
We'll assess and identify opportunities to increase the value of the business.
We will determine an estimated range of value of how much the business is worth.
Exit options are assessed to determine which aligns best to meet your goals and objectives.
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.