FPA Owner Transitions

Just as no two businesses are the same, not all business owners are created equal. Many will enjoy a level of success, but only the Elite Business Owner will achieve what we call “Real Wealth”; a state where your wealth is in perfect alignment with the things in life which are most important to you and your family. Where money is no longer a source of stress, but rather a tool to be used to work towards the life which you have always dreamed. How do we know our process works? Because we are business owners too.

We only take on a limited number of clients for whom we can have a significant impact. Specifically, we coach entrepreneurs who:

✔ Have annual income of at least $500k a year (salary and business profit)

✔ Are growth oriented
✔ Want to collaborate with a team of experienced professionals and specialists
✔ May be planning to sell their business within the next 3-5 years
✔ Understands that wealth is not the end goal, but a means to transition from just being successful to leading a life of significance.

How attractive is your business to a potential buyer? How prepared are you for a potential exit? Regardless where you are in the business lifecycle, Exit Planning is simply Smart Business Planning. 

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Every business owner, regardless of their achieved level of success, faces 4 main "gaps".  Do you know your gaps?  Do you know how to close your gaps? And most importantly, do you have the team of specialists in place to help you?

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