Do You Work With Business Owners?

We offer many opportunities to collaborate with industry experts building value for business owners.

Partnerships that produce

How It Works

1

Meet with our Advisory Team

OUR FOCUS:
1. Help Business Owner understand the Value of their Business
2. Help Business Owner understand Insurable and Uninsurable risk
3. Determining Value and Wealth Gaps

2

Collaborate services that build value

WHAT YOU DO THAT SUPPORTS THE CLIENT:
Virtual CFO Consulting
Sales Training/Consulting
Marketing Design/Consulting
Operational Management/Consulting

3

Coordinate strategies for your clients

WHAT WE CAN DO THAT SUPPORTS THE CLIENT:
Valuation Specialist
Advanced Planning
Risk Analysis
Exit Planning
Tax Planning

Our Discovery Process

Often times when we complete a FREE Risk Analysis, we uncover savings and cut costs for business owners who have not completed an analysis in the last 6 months.  These discoveries can save money, helping pay for YOUR consulting services and more!

Have Questions? Call (623) 755 - 8012

Presentation for Consultants

Watch this short video explaining how we can work together!