Planning for the Entrepreneur

Business Owners Have More Complex Issues Considering, for Most, Their Business is Their Largest Asset

What is your plan?

family business
  • Can your Business Support Your Retirement?
  • Do You Have a Continuity Plan?
  • How Do you Accelerate Your Business's Value?
  • Have you covered the 4 D's? (Dissolution, Divorce, Death and Disability)
  • Have You Balanced the Needs of Your Business with Your Personal Wealth?
  • Differing Expectations can DESTROY Family Businesses!  Have You Professionally Created a Succession Strategy?

..........Read Our Blog For Business Owner Planning

Or founder has experience owning multiple businesses, as well has advised business owners across many industries for over 20 years.  We leverage that experience to help clients balance the needs of their business with their personal goals. 


Seems Daunting? We make it EASY

Find out how with GRWP and Wealthficiency!


What do most business owners want?

  1. To do what they love, are best at, and feel is their purpose
  2. Financial freedom:  More money
  3. Time freedom:  More flexibility
  4. A business that runs itself
  5. Tax saving strategies

5 Emotions you move through... or hop between

  1. The struggle - trying to create momentum
  2. The Chase - striving for that next growth stage
  3. The Calm - that "knock on wood" moment
  4. The Roller-coaster - something goes wrong (loss of key employee or client, process break down, etc)
  5. The Excitement -Extreme profitability and new growth ideas


Have more debt than savings

Most business owners have to rely on paying off debt to reap the real rewards....but how?

Don't have it figured out yet...

but feel like you should have already

Have already started planning...

but have unfinished and unexecuted plans.

IT'S OK....

We get it.....We have been there.....our clients have been there......and we can help give you a plan so your life will unfold exactly the way you picture it.

Contact us to start your plan and fail-safe your business