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Business Owners

Our largest impact can be realized on Business Owners

Many businesses are formed and started in completely different time periods than owners operate in decades later.  Personal lives have evolved alongside the successes of the business. One thing that has not changed it what motivates the owner at their core.  

Many owners have never analyzed this area and therefore don't realize the gold that can be mined. 

Our Intetional Way process will help you to clarify the areas you've contemplated the most.

Why are we different from other business advisors?

Throughout the entirety of your business ownership, you evolved and adjusted to the changing times.  However, what motivates the way you think, feel and act had been established long before you opened your business.  These factors don't change a whole lot, according to many experts.  

So, being able to understand these core motivators is extremely valuable as you prepare yourself to leave your company.  It can help maximize value, protect against the unexpected, maintain important relationships during and after your exit from the company.  

As a Certified Exit Planner, our  has all the financial tools and strategies to help guide you.  So, too, do many other advisors.  They just don't have the Intentional Way Process that helps us to unlock the answers to the test before you take your test. 

One of the few universal truths in our world relates to business owners.  We will all leave our business one day, be it by choice or circumstance.  Who do you go to when you're seeking help in how to leave your business by choice?  Your attorney?  Your CPA?  Your Life Insurance agent?  A business broker?  What professional has the knowledge, experience and lacks the financial incetives to see you choose one option over another?  A Certified Exit Planner.  The only thing that matters to us is that you feel confident, fulfilled, fairly compensated and inspired by your strategy to transition ownership of your company to the next leadership group.  

Our Promise

Our promise is provide you with a clear vision of The Life You’d Choose Again™ and what role your business and eventual exit from it plays in that life.

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What We Do

We give business owners the advocate they didn’t know existed so that they can have the confidence they desire when facing one of the most important decisions they’ll ever make in their lives.

We have a Certified Exit Planner on staff, allowing you to work with someone formally trained to analyze and assess your growth and ownership transition plans.

For many, your business is like having a child. As such, you want to make sure you leave it in a condition you’ll be proud of, while ensuring you feel you’ve received the compensation that fully supports the years of hard work, worry and small victories that you built the company on.

step 1
OUR PROVEN FIVE STEP PROCESS
Step 1: Complete your Wealth Identity Assessment
175 question assessment built to provide awareness about why you think, feel and act the way you do. This is invaluable to an exit or succession planning strategy. it's the answers to the test before you take the test.
Get Started
step 2
OUR PROVEN FIVE STEP PROCESS
Step 2: Determine the Value of the Business
Either through an online business valuation tool or in collaboration with a Certified Valuation Analyst (CVA) knowing your business’ value is critical
Get Started
step 3
OUR PROVEN FIVE STEP PROCESS
Step 3: Promote, Protect and Preserve the Value of Your Business
Specifically, through the transition of ownership, how do we ensure the buyer sees the value outside of the business owner's name, reputation and relationships. In the event of an unplanned exit (health issue) how to we ensure your business does not end up on the fire sale shelf?
Get Started
step 4
OUR PROVEN FIVE STEP PROCESS
Step 4: Determine Succession Options (key employees, ESOP, 3rd Party)
Identify the pros and cons for reach of the options available. We have no bias for one over another, as we're not paid based on which strategy you select.
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step 5
OUR PROVEN FIVE STEP PROCESS
Step 5: Business Continuity Assessment
Identify risks to the business in the event of unexpected events
Get Started