We empower business owners to protect, grow and eventually exit the business
Business and personal financial planning
Retirement income planning
Tax planning (cash balance plans)
Complimentary business and personal financial assessment.
We use the free ExitMap® Assessment© to examine your company’s current exit preparedness in four key categories: Operations, Planning, Finance and Revenue/Profit.
If you would like more details, please watch the quick (00:01:38) video introduction at https://myexitmap.com/exitmap-introduction/
The Assessment consists of 22 multiple choice questions, a questionnaire which will take you takes only 15 minutes to complete and requires no confidential information. A full color 12-page summary report will be emailed to you upon completion.
Please click this link to complete the questionnaire:
CLICK HERE to begin your ExitMap Assessment.
Once you receive the Assessment report, we can set up arrange a time to go over review the results together. Even a few years of planning can make a dramatic difference in retirement.
Whatever vision you have for your business and financial future, it takes the right planning to make it happen. Over the course of many years helping business owners address their financial concerns, we’ve learned first-hand what works and what doesn’t work. We offer a proven process that provides the framework to uncover opportunities, maximize financial results.