Strategic Business Planning

Our four areas of protection include:

• Death - The death of a business owner has many repercussions for the business. We can help you plan in case an emergency strikes. 
• 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.
  

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.

• What is your company’s Value Builder score? If you’re interested in knowing how your business compares to others in your industry, we can help with that, too. Find your company’s Value Builder score. Click the link above.

• Do you know how much your business is worth? If you're interested in finding out how much your business is valued at, click the link above. Find out how much it could be worth.