Your Financial Future on Your Own Terms

Prepare Confidently

We wrote this book to prompt business owners to think through considerations for the eventual sale or transition of their business. Maximizing sale value requires advance preparation based on your timeline and what you’d ideally like to achieve.

Tomorrow is never guaranteed, so we encourage thoughtful planning at every business and life stage. Blind spots are common and overlooking details may bring unintended consequences. We’d love to help you take steps towards:

Assessing the true value of your business

Increasing your intrinsic business value

Incorporating family or employees into the process

Leveraging financial products and tax strategies

Moving from business management to retirement

Designing a sustainable retirement lifestyle

Preparing for future income streams

There is no free lunch…but there is a free book, and we promise it’s an easy and enjoyable read. No pressure. No commitments. We’ll happily mail you our guide and if you want to chat about what’s on your mind please reach out at your convenience.