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

GROW

Develop a unique strategy that drives consistent top line revenue growth.  

TEAM

Attract and retain the best talent by investing in their personal development and financial future.

FAMILY

Improve family harmony by better understanding family dynamics and family communication styles.

PLANNING

Create a comprehensive plan to fund today’s financial needs with tomorrow’s dreams.

WEALTH

Coordinate each family members personal wealth, estate and tax strategies with the family business.

TRANSFER

Design a business exit strategy that works whether the family business is being transferred to the next generation or the business is being sold.

WHAT IS YOUR FAMILY BUSINESS BUILT TO DO?

Client Centered

This is not about the product you make or service you provide. It’s about building a business that:

  • Can scale sustainably and profitably
  • Knows its core values and lives them everyday
  • Has a highly engaged team
  • Executes efficiently and consistently
  • Weather unexpected disruptions
  • Creates outstanding customer experiences

Discover if your company has any gaps that are holding the company back from achieving its growth potential. The 7Attributes offer insights and tools to address those gaps.

Need help implementing? Gravitas Certified Coach Michael Palumbo can help. Start by taking this assessment. It only costs you 10-minutes of your time.

Start Taking Assessment

DO YOU HAVE THE BEST 401K PLAN FOR YOU & YOUR EMPLOYEES?

Client Centered

Managing a 401K plan comes with responsibility and that role often falls to someone who is not well-versed in 401K compliance. This can lead to:

  • Confusion among employees on how to make the most of their plan
  • Owners under utilizing deferment options
  • Excessively high fees
  • An audit with serious financial implications
  • Erosion of employee trust

Need help understanding – and demystifying – the company’s 401K plan? Start with this insightful checklist to score your plan.

Don’t like the score? Schedule an appointment and speak with our Family, Wealth & Legacy 401K Specialist, Thomas Smith.

401K CHECKLIST - GET YOUR SCORE!

ALL BUSINESS OWNERS WILL EXIT THEIR BUSINESS

Client Centered

That is a fact. The question is whether it will be a designed exit or twist of fate.
Creating a business transition plan while you are STILL active in the family business allows you, as an owner, to:

  • Select your successor and leadership team
  • Determine if that successor is in the family or a non-family member
  • Groom that person to be prepared to take the lead someday
  • Know what you need from business to meet your desired lifestyle
  • Evaluate your options for selling
  • Increase the runway for building business value and multiple

Planning your inevitable transition is not about giving up control. It is all about controlling what you can.

TAKE THE EXIT READINESS QUIZ

HERE WITH YOU THROUGH EVERY PHASE

Our Process

A featured speaker at the Family Office Summit UK

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Winner of the 2019 PlanPlus Global Financial Planning Awards

Winner of the 2019 PlanPlus Global Financial Planning Awards

Learn More About the Award Here
Our Values

Collaborators of Family Business Magazine 

View One of Our Articles Here