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Are You Operating At A Best-In-Class Level?

For your company to be valuable, there's a lot more to consider than just the bottom line

To get started with your free Business Assessment Report that will identify your "Value Builder Score", submit the form below.

Someone from our team will promptly reply with a link to the assessment. 

Request A Business Assessment Report:

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Strategic Business Planning

As a business owner, one of your key responsibilities is to protect yourself, your employees, and the business itself. We work with business owners to prepare for four potential derailments so you’re prepared if the time comes.

Our four areas of protection include:

  • Disability - If a business owner experiences a disability and is no longer able to run the business, it’s important to have a plan in place. We work with you on this protection plan so you can rest assured knowing that your business is in good hands. 
  • Disagreement  - There are bound to be disagreements in any business, whether between family members, stakeholders, or business partners. Have a plan in place for if and when a disagreement takes place to protect both you and your business. 
  • Divorce - The best time to plan for what would happen in a divorce is while you’re happily married. Don’t risk your business in the case of a divorce and plan ahead.
  • Death - The death of a business owner has many repercussions for the business. We can help you plan in case an emergency strikes. 

We also work with business owners on succession strategies and employee retention strategies. We help owners maximize the value and strategically position their business, whether they want to sell, pass along their business to the next generation, or acquire other businesses. Our advisors are Certified Exit Planning Advisors, meaning that they specialize in preparing you to exit the business. 

To provide this extensive service, we use technology to accurately forecast a number of variables. Our assessments can help you value your business, compare how you stack up to others in your same industry, and understand how ready you are to sell or transition your business. All of these assessments give you a better understanding of where you are and where you should be in your exit planning strategy.

Employee Benefits

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Executive Benefits

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Transition Planning

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Retirement Planning for Business Owners

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Sellability Assessment

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (972) 833-2570