Business Owner Assessment

Our Approach

As a business owner, I understand how important your venture is to you. You put blood, sweat, and tears into building your dream, and I want to help you maximize your rewards for those efforts. For your assessment, we will use state-of-the-art digital tools, with a technology that allows us to pull in data from various sources so that we can assemble a robust plan for your venture. By tapping into the strength of big data, your valuation report will be more accurate and actionable.

How can a personalized assessment help you and your business?

  • Together we will develop a 360-degree view of your business
  • Look at the value of what is most likely your largest asset in order to prep for retirement
  • Properly insure and protect your venture and your family
  • Establish a succession plan
  • Is purchasing a business the right option for you?
  • Sell or Gift when it’s time to move on
  • Build out an Estate Plan or Trust
  • Be prepared for gifting, grants, or other taxable events

When you schedule with me you will get a look into your business and receive recommendations for a personalized financial plan

  • Simple step-by-step process
  • Quick turnaround. Receive your recommendation in days, not weeks.
  • You’ll have a solid plan that we can enact together

Want to learn more?

Complete the form below to schedule a complimentary consultation.

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