Prosper with strategic planning
Granting business owners not only the financial security and freedom they've sought but also the strategic foresight to navigate potential transitions, whether that involves gracefully stepping away from day-to-day operations or orchestrating a lucrative sale, all in the pursuit of a fulfilling and prosperous future.
Foundational business strategy customized to your needs.
Forming a foundation for success starts with a thorough evaluation of your business operations to identify growth opportunities. Setting the stage to ensure your foundation is robust and scalable.
Exit Planning
Clarify your company's valuation and identify your target equity valuation. We help align your financial goals and wealth strategies with your ideal exit and timeline.
- Valuations
- Planning for capital gains exposure
- Estate Tax mitigation
- Build your team of advisors
- Exit Option Advisory Services: Internal Transfer, ESOPs, and Third Party Sales
- Retirement Income planning: how live off & transfer wealth created by sale of business
Value Growth Strategies
We guide you through mergers and acquisitions, ensuring you capitalize on every opportunity. Our legal services are crafted to support your business's structure and transactions, safeguarding your interests.
- People and recruiting strategies
- Strategic planning
- Operations and systems consulting
- Sales & Marketing
- Bookkeeping & Accounting
Merger & Acquisition Advisory
We guide you through mergers and acquisitions, ensuring you capitalize on every opportunity. Our services are customized to support your goals and business's structure, safeguarding your interests.
- Exit option education
- Team of advisor management (tax, legal, broker/investment banker, etc.)
Day to day Operations
Liberate your entrepreneurial spirit with improved day-to-day operations. Our process refinements and technology integrations enhance productivity, freeing you to focus on what you do best.
- Sales & Marketing
- Bookkeeping & Accounting
Employee Enrichment
- Personal Financial planning
- Life Insurance, Disability Insurance, retirement planning, long term care planning
- Personal Financial Wellness
- Currence: Program that shows clients how to save more money and become less financially stressed at work which leads to more productivity at work
What our clients say:
"Leadership is teaching people how to think, and good leaders ask great questions. Pat has been my leadership coach for 14 years, pushing me to think differently. Our business has grown 7-fold, and my personal growth has been immeasurable."
- Andrew Barbar, Operating Principal, Keller Williams
Ready to transform your business?
Take the first step towards your business success and financial freedom by scheduling a call with our client success team.
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