You rolled up your sleeves and built a business to be proud of…
so what comes next?
There is a lot to think about… and we can help.
Key Person Insurance
What happens if you become disabled or worse? The business should have a plan if you are the main revenue creator.
Benefits
You should be looking at the benefits you can offer to yourself and your employees. If a sale is in the future, this could help keep the employees in-place.
Teamwork
You probably aren’t a stranger to how teamwork is beneficial. We help build a team around you to ensure that your eventual exit is successful.
Who do we work with?
We typically work with small to medium sized businesses that are looking to sell within the next 5 years (valuation $5-$20 million) with 1 to 4 owners.
If selling your business is part of your retirement plan, you should consider enrolling in our Financial Planning & Wealth Coaching Program for Pre-Retirees. We believe that financial planning should not consist of creating a 50-page document to sit in your closet and collect dust. Our approach is to educate you on things that could knock you off track and help guide you along the way.
Click on the image to the left for more information.
