Many business owners feel like they have to figure everything out before they visit an advisor who then helps them implement their wishes. It can be counterintuitive for the entrepreneur to stop and focus on something they are not ready to implement, especially if it doesn’t generate current cash flow.
There’s a misconception that business transitions don’t need to be addressed until the business owner feels ready to give up control in some way. In reality, the sooner you begin talking about it, the greater your choices.
That’s why most of our conversations begin when the business owner has little or no picture of their options or inclinations.
Purpose and vision
You likely already have a purpose and dreams for both your business and your life after the business. We help you refine this vision. In doing this, the options and choices for what to do with the business naturally begin to refine themselves.
Working with you, together we will design a plan to achieve your personal best outcome.
We roll up our sleeves and anticipate financial, technical and personal issues you may encounter as your business grows and transitions. Together, we will look at financial modeling regarding various scenarios, allowing you to see how decisions might actually work to fruition.
An Action Plan
Together, we create an action plan for the steps to achieve the desired results. As a result, you gain confidence that you are optimizing the future results without having to take your eye off what you do best – running and growing your business.
When it comes time to address business succession, you will have a clear idea of the full market value of your business. Our team has a solid track record in providing mergers and acquisitions services, allowing your work to make a lasting impact, both in your personal life and in the impact your company makes.
We are passionate about the need and opportunities inherent to integrating all aspects of your business and personal affairs. Integration is perhaps the primary and most often overlooked method of maximizing the value of your life’s work. By integrating each facet of your wealth along with all of the cycles of wealth ownership, we help capture more opportunities than you otherwise might.
We will work with your existing team
As you have built your business, you did not do so in isolation. We realize there are often a host of existing relationships, decisions, documents and vantage points. There is a body of work and a foundation of trust already in place.
We approach your affairs with an abundance mentality. If there are people you already know and trust, we look forward to becoming team members with them, working side by side and collaborating on your behalf.
Start a conversation
We would love to answer your questions.