Do you own your business or does your business own you? There’s a better way. Work smarter, not harder. Our “Work on Your Terms” approach has been finetuned to identify your goals and help achieve your dreams whether that means purchasing a business, remaining an interested party throughout a sale or selling your business to pursue your next passion.
As business owners, you work hard to support your employees as well as your clients. Your financial planning team should work just as hard. Our experienced professionals are adept in providing transactional advice as well as customized, long-term strategies for entrepreneurs in any industry at any stage of a business’s lifecycle.
As an entrepreneur just starting your business, an experienced, professional team can be instrumental in reaching your goals. Our customized, long-term strategies focus on growth, profitability and legacy planning to build your business and prepare for the unexpected.
Our team boasts a deep reservoir of experience in assessing a business’s value and identifying critical drivers to increase that value. We build clear and comprehensive roadmaps designed to enhance value and growth upon the sale of a business. Through stress testing, which we consider an essential tool for business owners, we determine whether your financial and legal strategies are built to deliver the results you strive to achieve. After all, it’s not what you earn, it’s what you keep.
You’ve built a successful business. We build successful exits. We are poised to help you leave your business in the right hands and access financial independence to transition to the next phase of life -- whether that’s building a new business, engaging in a passion project or spending more time with family. We design roadmaps, navigated by our experienced guides, that help achieve the future you envision.
One of the most common questions I get is, "Tim can you help me make work optional?" The answer is yes. I help business owners like you every day step back from their business and plan for a future where work is optional — where family and passions are a priority again.
The next step is to click below to schedule a one-hour "Successful Exit" meeting. After that meeting, you will receive:
A clear picture of what your Exit Plan can look like
A clear picture of any gaps between where you are today and where you need to be
At least three strategies that will help you get there faster and pay less taxes
Determining the value of a business is a complex process. Most people think it involves a deep dive into the books, in-depth market analysis, management team evaluation, profit records, and other types of quantitative investigation.
Most overlook the value of key players – the business owners. Business value is often directly correlated to the business owners’ intentions, reasons for exit, and preparation for succession.
Based on our analysis of 1,511 business owners and their companies, the owners’ rationale for leaving and the steps taken to ensure continuity, fluidity, and profitability play a significant role in the value of their businesses.
When comparing two similar businesses in the same geography, industry and scope, the impact of each owner’s preparation for exiting will result in drastically different business values. Long-term planning and strategic distribution of shares greatly influence the market value of the business, up to a 53% valuation difference in two seemingly parallel businesses.