Who is a business owners 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.
Grow and Transition with a Trusted Advisor
Discover
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. Identify your business needs and life goals
2. Evaluate current state of your business
2. Create a strategy and actions to support your path
Growth Opportunity
1. Build value through growing both tangible and intangible assets
2. De-risk your business
Decide
1. Re-evaluate the current state of your business
2. Continue the growth track
3. Or transition or sell your business
Source: www.exit-planning-institute.org
How It Works
Why Choose Us?
Let's Work Together
To Achieve Something Great
20+ Years of Trusted Experience in Growth and Transition Planning
Action-driven Process
Certified Exit Planning Advisor (CEPA)
Long Term Trusted Relationships
Effective Tools & Strategies
Embedded CFO and CMO