Over 70% of a business owners wealth is trapped inside of their business.
Do you have a plan to monetize your business?
If not, you’re not alone. Most business owners do not even know where to start!
Multiple recent studies have shown that only 20% to 30% of businesses actually sell when they hit the market.
We have a system to not let you become another part of the failing statistics, while keeping more money in your pocket!
Protecting the longevity of your life's work is not only important to us from a sentimental stand point, but is also crucial in maximizing the monetization of your business!
The most over looked exit strategy is utilizing internal transfers of ownership.
This is a strategy that identifies key employees for succession, provides amazing tax savings, gets YOU WHAT YOUR BUSINESS IS WORTH, and ensures it will continue on while you enjoy retirement.
It's never to early to start the discussion and planning. In fact, when you start earlier, you open up more doors and allow for you to get the highest return out of your business in the future.
Planning is key, and we are here to start that journey with you.
Success comes from passion. We have lived through the devastating consequences that come from working with the wrong professionals when exiting your business, and seen what happens when you have no plan at all. Money is left on the table, and dreams are left unfinished, all at a hefty price tag.
We have positioned ourselves to help as many people as we can, not make the same mistakes as many others have done, and continue to do.
We have aligned ourselves with ONLY industry leaders, such as Edward Pratesi.
Ed is not only an expert in the field of valuations, but is also active in the community, such as being the president of the National Association of Certified Valuators & Analysts.
While the first step may seem like the hardest, it is actually the easiest. Gives us a call, tell us about your future dreams, hear our story and let us show you how we can help – and what you’re missing out on.