Middle-Market Family-Owned Construction Company?
Ready for an outsourced family office solution?
What kind of family business growth is best for your family?
Our Growth Planning Index will help you think about and uncover your motivations for growth. Your customized report will help you focus in on the right growth and equity value drivers for your business.
You will exit your business someday. Will it be a designed exit or twist of fate? Planning your inevitable transition is not about giving up control. It is all about controlling what you can, including:
Our Business Exit Readiness Index will help you think about your financial and mental readiness for transitioning the business. The customized report will help you zero-in on the right methods for transitioning your business based on your position today.
A featured speaker at the Family Office Summit UK
Winner of the 2019 PlanPlus Global Financial Planning Awards*
Collaborators of Family Business Magazine
*PlanPlus Global Financial Planning Award was independently produced by PlanPlus Global (now owned by MorningStar) and is based on the nature of the advisor’s planning process, as well as the value and benefit the planning had for the client. We applied for the award. Neither the advisor nor their parent firm paid a fee for the nomination, receipt or promotion of the award. The award was independently granted. Entry was limited to applicants with a recognized professional designation who is in good standing and membership in a financial planning organization was required.