Areas of Expertise

Business Consulting

Our initial conversation will be about the business as a whole.  Every business encounters the same things.  It doesn’t matter how small or how large. However, when the business systematically tackles these 5 things, the business will be more efficient, more profitable, the realization of peace-of-mind and more profitability:

  1. Lack of Control
  2. People
  3. Profit
  4. The Ceiling
  5. Nothing’s Working

As I stated above, every business will tackle these 5 areas.  Some will do very well at mastering some, but usually not all 5.  This is where we can help.

Business Planning

Everyone in business has heard that they need a “Business Plan”.  It’s a roadmap of how the business will perform, where you want it to go, and how it will get there. What I have found, is that very few business owners have one.  Or if they do, it hasn’t been revisited since it was written (most times, decades ago).   WE help our clients to come up with THEIR Business Plan and show them how to modify and make changes as stuff happens.

Business Succession

This is JUST AS important as their Business PLan.  it’s an Exit Strategy.  This is often looked at (and built) within the last 5 years of a business owner’s working years.  It SHOULD be designed 20+ years before they want to exit.  This too will be modified accordingly as a business climate changes.  A solid Succession Plan allows the owner(s) to exit WHEN they want, HOW they want. 

Financial Strategies

We share with our clients Financial Strategies that are usually not shared in the world of financial services. We show our clients how to position and prepare the wealth they have worked so hard for, in the most tax-efficient ways possible. We help our clients to avoid the 2 unknowns that will derail anyone’s financial situation when they retire; the unknown of taxes and a health event that will require them to need some sort of health assistance.  You work hard to EARN it.  We show you how to KEEP it.

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