What Are Your Value Drivers?
You need to address business value now. The simple but unpleasant fact is growing business value takes years of concentrated effort. Working to grow value - well before the date you need it - is what this assessment will help you do.
Suggested Reading for Owners
Explore various planning topics as you consider what exit path is appropriate for you and your family. The journey has three broad phases: Protect, Grow, and Exit. Click on the link below to receive an electronic copy.
Exit Planning Assessment
79% of successful business owners hope to exit their companies within the next 10 years, but the SBA notes, "At any given time, 40 percent of U.S. businesses are facing the transfer of ownership issue" and "the primary cause for failure...is lack of planning."
Take this survey to figure out where you are today.
Small Business Webinar
Register for upcoming and view prior webinars addressing various topics important to small business owners.
Wealth Steps
Company sponsored financial wellness program offering employees knowledge, access, and coaching.
Videos
Interested in exploring topics associated with what is most likely the largest transaction of your life? Click below to view videos for business owners.