Building Value & Exit Preparation


Value Building Consultation



90 Day workshops

Goals, Action Plans & Progress
Monthly Check-In with Management
Quarterly Reviews
Mastermind Sessions for CEOs


Financial Independence

Sale of Business
Financial Planning
Tax Planning
Retirement Planning

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Cash Flow dictates your exit.....Know What Your Transition Looks Like

In our Growth and Exit Planning model, your wants are just as important as your needs.  Our job is to make sure your needs are covered so you can exit on your terms.

Building Value in Your Business

Does Your Cash Say Grow or Exit?

Building Up Your Successors

Who Is On Your Exit Planning Team?

Is Your Financial Plan in Line with Your Exit?

What are the Tax Implications of the Sale?

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Brett Andrews

Value Building &
Exit planning expert

Tara Groody

Business Analyst &
Operations Expert

Rebecca Andrews

Protection/Risk Analyst &
Insurance expert

Our team of experts is available to answer any questions you may have about your business needs. 

Drop us a line and we will be in touch soon!…..or you can schedule a call to speak with our Business Specialist click on the link below. 

There is no charge or commitment to our services, we look forward to learning more about you and your business!