Or founder has experience owning multiple businesses, as well has advised business owners across many industries for over 15 years.  We leverage that experience to help clients balance the needs of their business with their personal goals. 

Have you taken all of the steps to fail safe-your business?

What is your plan?

Can your business support your retirement?

Do you know what your business is worth or how you will effectively support your retirement income needs?

How can you accelerate your business's value?

If your business is not worth what you think it is, how do you get it there?

Do you have a continuity plan? 

  • What if something happens to you and you can't run the business?
  • Do the people around you have a plan?
  • How do you retain employees but manage your risk if they leave?

Have you covered the 4 D's?

Dissolution, Death, Disability,  and Divorce. 

How do I protect my business?

Balance the needs of your business with your personal wealth?

What can my business do for me beyond what I already may know?

Differing expectations can DESTROY a family business

How do I, as the parent, protect the business and the family?

When you have a family business, each side has their own expectations on how they think the transition will occur.   If you let it go to long, those expectations grow further apart.


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 Stages 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


Everyone thinks you are swimming in money, but most of the time........


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