Your Partners to Build and Capture Business Value
Master Plan
What do you want from your business? (Financial/Lifestyle)
While you can’t buy happiness,
you can buy personal freedom, and it comes from building enough wealth that work becomes a choice. The fastest way is to focus on building the value of your business.
Learn your personal "Freedom Point"
Build Business Value
How will you protect and grow transferable business value?
Owners understand that while one
metric may have a short-term impact on their profitability, their ultimate payday will come from the increase in the value of their business.
Capture the Value
How will you capture the value to get what you want in life?
You've never done this before. You need a practical guide.
Learn a 5-Step Personal Action Plan For a Happy (& Lucrative) Exit From Your Business
Most Owners do not Realize Business Value
76%
83%
20%
1/2
of owners rely on the value of their
business to retire
of owners have no written transition plan
of businesses
(<$100m) are "Sellable"
of business transfers sell at desired value
Build a Valuable Business
Master Plan
Personal (Why)
Financial (What)
Business (How)
Wealth Gap
Is your personal wealth enough?
Will your Business Value
close the gap?
Building Value
Maximize the value of your business.
A Sellable business is a better business.
Capture the Value You've Created
Harvest Value
Purposefully use your business cash flow to achieve your life, financial, and business goals.
Plan for Succession
You're the Owner... and a worker.
Plan ahead to successfully transition your roles in the business.
Transfer Ownership
Manage timing, terms, and taxes to maximize net cash proceeds to you.
Maintain business control until your goals are achieved.
Services for Business Owners
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Business Assessments
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Value Building Workshops
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Growth Strategy Consulting
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Transition Planning
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Succession Planning
Get Your Free Sellability Assessment
Got business value questions? We've got answers. Let's talk.
Tel: (319) 438-2002