Business Owner
Are you a business owner?
If so - you most likely know and track your Key Performance Indicators or KPI's. Do you also know and track what your business is worth on a regular basis?
Do you have a plan in place in the event something happened to you or one of your key employees? Do you have a succession or exit plan that is realistic and up to date? Do you have the right kinds of insurance coverage for your business?
We help business owners in these specific areas so they can be confident their business is on track to achieve their long-term goals while also supporting their personal mission and family wealth goals.
Business Owner Services
Business Valuation
Insurance Assessment
Insurance Assessment
75% of the world's 200 million small businesses don't know what they're worth. Are you one of them? Let us help you get a better understanding of what your business is really worth.
Insurance Assessment
Insurance Assessment
Insurance Assessment
Is your business properly insured? Let us help you assess your existing business coverage and see how it stacks up and notify you if there are any gaps or potential weaknesses.
Exit Planning
Insurance Assessment
Exit Planning
81% of business owners want to stop working in the next 10 years. Only 20% have a written plan. Do you have the right succession or exit plan in place for your business? Let us help create one for you.