Creating a Successful Business Succession Plan

A good succession plan creates a blueprint for ownership transfer as you exit your business. It helps you prepare for your retirement, ensuring you have the income you need. And setting a well-conceived plan into motion protects the people around…

The Value Builder System

In helping business owners accelerate their value, we often utilize a powerful software tool called the Value Builder System.  Then, when it comes closer to selling, we act as your “financial quarterback” to coordinate with your other advisors.  But the…