What is your business worth and is it enough to secure your retirement? You really won’t know until you have your business valued according to standard valuation practices, not according to your subjective analysis and guesswork. Most business owners are surprised to learn their business is not worth as much as they thought. Our process helps you answer the questions that bridge your gap to retirement and help augment your business’ value for eventual sale. We also help with your personal wealth investing so you achieve a balance between investments with return characteristics and investments with risk management characteristics.
Finding the right combination of business financial planning and personal financial planning while continually monitoring and adjusting your plans as conditions change inevitably leads to your success.