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Protect What Matters
You've built your business through countless early mornings and late nights.
It's more than a company.
It's your life's work, your team's livelihood, and part of your family's foundation.
We understand your key concerns.
It's important to sustain your lifestyle through assets, investments and business proceeds while maximizing your company's true value and preserving your legacy. These critical factors often go overlooked, which is why 70% of owners regret their exit decisions within a year.
Whether you're planning to transition in the near term or building for the future, our mission is to help you be part of the successful 30%, protecting what matters while achieving your personal goals.
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Strengthen Your Exit Strategy by Closing 3 Critical Gaps
- Value Gap: Measure the difference between your business's current value and its potential through detailed valuation analysis, industry benchmarking, and a clear roadmap to maximize worth before transition
- Profit Gap: Identify opportunities between current and optimal financial performance with quarterly profit trend analysis, competitive benchmarking, and strategies to build sustainable, transferable profitability
- Wealth Gap: Calculate the difference between business value and retirement needs through comprehensive financial modeling, lifestyle projections, and alignment of business decisions with your long-term financial security
Business Exit Planning Considerations
- Defining Continued Involvement
- Employee Considerations
- Legacy Preservation
- Business Valuation
Personal Planning Considerations
- Maintaining Lifestyle
- Tax Efficiency
- Healthcare Planning
- Wealth Transfer
Initial Services
- Wealth Gap & Business Valuation
- Value Gap Analysis
- Profit Gap Analysis
- Exit Planning Analysis & Recommendations
- Employee Retention & Attraction Strategies
- Foundational Tax Efficiency Blueprint for Business Owners
- Advanced Tax Efficiency Blueprint
- Asset Protection/Entity Structure Advice
- Estate Tax Reduction Strategies for Business Owners
- Succession & Continuity Planning
- Professional Network Development
- Health Insurance Incorporation
- Core Planning Services:
- Goal Setting
- Tax Efficient Asset Allocation
- Asset Location Strategies
- Asset Allocation Planning & Assessment
- Cash Flow Analysis & Distribution Strategies
- Budgeting, Distribution, Cash Flow Planning
- Legacy Planning
- Long Term Care Risk Evaluation
- Social Security Planning & Income Recommendations
- Savings Strategy Development
Fee range between $15,000 - $20,000
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Ongoing Support (Retainer Services)
- Risk management assessment
- Quarterly meetings coordination with key advisors
- Tax reduction strategy implementation and updates
- Estate planning integration
- Asset protection assessment
- M&A preparation guidance
- Business valuation updates
- Updates to Value Gap, Profit Gap, and Wealth Gap analyses
- Exit strategy refinement based on market conditions