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Who is a business owner's trusted advisor?
Someone who is considered a partner that the owner wants to engage with when making planned decisions in realizing his or her own life goals.
Transition with a Trusted Advisor
Discovery
Value Growth Opportunity
Decide
Baby Boomers own 63%-66% of the private businesses in the U.S. Between 80-90% of their wealth is locked in their businesses and represents 4.5 million businesses and $10 trillion in wealth.
Source: www.exit-planning-institute.org
Discovery
1. Client Engagement
2. Defining Our Process
3. Triggering Event
Growth Opportunity
1. Intangible Assets
2. De-risking, what is tolerance for risk?
Decide
1. Reevaluate the current state of your business
2. Continue the growth track
3. Exit the business
Source: www.exit-planning-institute.org
How It Works
Why Choose Us?
Let's Work Together
To Achieve Something Great
Contact
20+ Years of Trusted Advisory Experience
Data-driven Process
Certified Exit Planning Advisor (CEPA)
Long Term Client Relationships
Effective Tools & Strategies
Continuous Improvement
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