Broker Check

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.

Learn How to Build a Thriving Family Enterprise - Starting Today!

GROW REVENUE, VALUATION OR YOUR LEADERSHIP TEAM?

Client Centered

Every family business must grow, the question is, what's best for your family?

  • Do you want to focus on top line revenue?
  • How about bottom line profitability?
  • Do you want more time off?
  • Should you be getting ready to sell or transition?
  • Would new markets or product lines be best?
  • Maybe someone else should worry about it.

Regardless of the answer you need to determine what type of growth planning you desire.

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.

Take the Growth Planning Index Assessment. Your only investment is about 15 minutes of your time.

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.

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.

Take the Business Exit Readiness Index. Your only investment is about 10 minutes of your time.

HERE WITH YOU THROUGH EVERY PHASE

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 About the Award Here
Our Values

Collaborators of Family Business Magazine 

View One of Our Articles Here

*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.