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Realize Value. Business Wealth.

Your Partners to Grow and Capture Business Value

We believe in simple core principles:

Creating value is greater than competing for the value others have created.

Give more in value than we seek to gain.

Master Plan

What role does your business play in your life, and vice versa?

Accelerate Biz Value

How will you protect and grow transferable business value?

Capture the Value

How will you capture the value for your most meaningful goals?

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Most Owners do not Realize Business Value

76%

of owners rely on realizing the value of business to retire

83%

of owners have no written transition plan

20%

of businesses (<$100m) are "sellable"

1/2

of business transfers sell at desired value
 

Accelerate Business Value

Master Plan

Personal Goals

Financial Goals

Business Goals

Wealth Gap

Is your personal wealth enough to achieve your Master Plan goals?
Business Value can close the gap.  

Value Gap

Create greater value in your business and for your Master Plan.
Intentional action will accelerate value and strengthen your business.

Capture the Value You've Created

Harvest Value

Purposefully use your business cash flow to balance your life, financial, and business Master Plan goals.

Plan for Succession

You're the Owner... and a worker.

Plan ahead to successfully transition Owner's roles in the business.

Transfer Ownership

Maintain business control until your goals are achieved.

Manage timing, terms, and taxes to maximize net cash proceeds to you.

 

Services for Business Owners

  • Discovery Events for Owners

  • Team Accountability Partner

  • Value Growth Workshops

  • Transition Planning

  • Success Planning

 
 

Get Your Free Business Assessment

Got business value questions? We've got answers. Let's talk.

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Tel: (319) 438-2002