Building Your Business and Your Future

Identify strategies to maximize value and find freedom to successfully exit your business

Achieve Owner Independence

Gain financial confidence, work fewer hours, and develop a team of next generation leaders

Define Your Legacy

Leave a lasting legacy through an exit plan that integrates your goals for family, stewardship, and philanthropy

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Assisting closely-held businesses with value building and transitioning stewardship to the next generation of leadership.

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Discover

Discover the health of your business! Through a strategic business review and industry comparison we can provide clarity on your current situation and develop a prioritized action plan.

Prepare

We help you prepare for the future. From implementing business improvements to personal and financial planning, we help you implement a master plan that will take the guess work out of deciding your future.

Decide

Deciding on the future can be worrisome, but with our expertise we can help simplify your options and lead you to one of two outcomes, grow or sell. After going through our process, you will have the information necessary to be confident in your decision.

%

of M&A professionals believe a business owners unrealistic expectations of company value are the biggest obstacle to sale or transfer. (AM&AA)

%

of business owners report being profoundly disappointed a year after exiting their business. (Price Waterhouse)

%

of businesses put on the market don’t sell. (Business Reference Guide, T. West)

What We Do

Business Review

  • Gain key insights for improving the health and value of your business
  • Identify specific areas to focus your strategic planning
  • Develop next steps to achieve your goals

Exit Planning

  • Gain a reasonable expectation of your business’s current market value
  • Develop a personal financial projection to identify what proceeds are needed from a business sale to fund your next season of life
  • Legacy, estate, and philanthropic planning services

Build Value

  • Review processes and systems
  • Opportunity/problem identification, process improvement, and process documentation
  • Plan for developing the next generation of leadership
  • Expense reduction services

It’s not the years in your life that count,
it’s the life in your years.

Abraham Lincoln