Who We Work Best With
Business Owner’s that are looking to maximize growth and strategic planning to reach financial independence.
What are the steps?
#1 - Protection
RISK ANALYSIS
* Insurable and Non-Insurable Risk
* Integrated Planning
* Wealth, Tax & Risk Readiness
* Exit Map Assessment
#2 - Your Business Health
KNOW YOUR NUMBERS
* Asset, Equity, Enterprise, & Liquidation
* Business Insurance Coverage Recommendations
* Market & Economic Analysis
#3 - The Growth Plan
MAXIMIZE GROWTH
* Growth Implementation
* Strategic Exit Pre-Planning
* Personal Financial Planning
* Compliment & Validate Growth Coaching
#4 - Your Exit Readiness
BLUEPRINT YOUR BUSINESS
* Personal Wellness & Life After Plan
* Personal Readiness to Exit
* SDE & Growth Factors
* Owner Goals & Objectives
* Time Triangulation
* Establish Freedom Point
* Owner Centric Planning
*Succession & Continuity Planning
#5 - The Exit Plan
ACCEL TO EXIT
* Strategic Planning - 90-day sprints
* Personal Financial Strategies
*Tax Planning
#6 - The Sale
PLAN FOR THE SALE
* Freedom Point Achieved
* Exit Planning Team - M&A, Business Broker, CPA, Attorney & Advisors
* Wealth Management
What is the Pricing?
The Pre-Planning package
☆ Includes Business Valuation & Full Reports
☆ Includes Business Owner Monthly Sessions
☆ All Inclusive Business Blueprint Focusing on Succession & Continuity.
Cost: $5500 initial + $500 per month (some restrictions apply)
The Accelerated Package
☆ Includes Advanced Business Planning Focused on Growth & Exit Planning
☆ Includes Advanced Business Owner Monthly Sessions
☆ In Person or Virtual Quarterly Engagements
Cost: % of Value - call for details
The Freedom Package
☆ Includes Personal & Business Wealth Management
☆ Includes Business Advisor Guided Tax Advice
☆ Reach Your Financial Independence
Cost: % of Assets Under Management - call for details
We Offer Individual Services Too!
Complimentary
$2000 annually
$500 per month
We Are Here For YOU!
Questions
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