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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





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

  • Business Assessments

  • Value Building Workshops

  • Growth Strategy Consulting

  • Transition Planning

  • Succession Planning


Get Your Free Sellability Assessment

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

Tel: (319) 438-2002

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