Broker Check

A 360 APPROACH TO GROWING THE FAMILY BUSINESS, WEALTH & LEGACY

GROW REVENUE? INCREASE THE VALUATION? OR STRENGTHEN THE LEADERSHIP TEAM?

Client Centered

What kind of family business growth is best for your family?

  • Top line revenue?
  • Bottom line profitability?
  • New markets/product lines?
  • To sell or transition?
  • Someone else to worry about it all?

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.

GIFT, TRANSITION OR SELL THE FAMILY BUSINESS?

Client Centered

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:

  • Selecting your successor & leadership team
  • Determining if that successor is in the family or a non-family member
  • Grooming that person to be prepared to take the lead someday
  • Knowing what you need from business to meet your desired lifestyle
  • Evaluating your options for selling

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.

Our Process

A featured speaker at the Family Office Summit UK

Learn more
Winner of the 2019 PlanPlus Global Financial Planning Awards

Winner of the 2019 PlanPlus Global Financial
Planning Awards*

Learn More
Our Values

Collaborators of Family Business Magazine 

Read One Of Ours

*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.