Your business has a Strategic Plan. Within it is a growth plan and even an Exit Plan.You might even have a ‘financial plan’ for your personal life.You may even have an estate plan and legacy program for the time after your demise.Then again, if you are like most business people, entrepreneurs, and professionals, you don’t have even these Plans in place, or they haven’t been updated in years.

The usual excuses… Too busy. Too many professional advisors involved to coordinate the program. A self confidence that as a competent business or professional person, you have everything under control. Or maybe, the truth…

…It is difficult. You need help. The help out there usually has an ulterior motive or something to sell. And there just isn’t anyone out there really who has the broad knowledge to be qualified to specialize in coordinating the entire process.

And the process is complex… From analyzing your business(es) one line on your financials at a time, and analyzing the business(es) as living entities with futures, providing revenue growth ideas, cost cutting recommendations, innovative ideas for tax savings and passing income to the owners, and determining the highest and best use for all business assets … to a complete analysis of your personal assets, budget, future needs, retirement concerns and making that plan work, more coordinated ideas for tax savings on a personal level including proper and ongoing estate planning, asset transfer to the next generation, asset protection strategies, and legacy planning. 

Whether you have a single small business and a very basic personal net worth right now, or run a multi million dollar company and have amassed substantial personal assets, the process to grow and protect what you have, is the same. The numbers may change, but the work required to be in control of your situation is the same. And it is work.

The good news is, it is do-able. You CAN find the broad expertise and advice necessary to accomplish this very important life goal, and you SHOULD do it sooner than later.

1. It will make you tens of thousands, more likely hundreds of thousands of dollars, richer.
2. It will get your business life on track, planned, and moving forward, with a Strategic Plan and an Exit Strategy in place.
3. It will get your personal life on track, planned for today’s life, retirement, and legacies beyond.
4. You will live and sleep better knowing YOU are now in control of your business, finances, and life, instead of the other way around.
5. Your spouse/partner, and family, will have a clear understanding of how you plan to implement your future financial dealings and may step in at any time should it become necessary.
6. Because giving money to the government, banks, vendors, and others, unnecessarily, is simply stupid. You know it, we all know it, yet we all keep doing it. Now there will be no more excuses, and it will stop.

We offer this comprehensive service either on-site or long distance.  One on-site day is recommended to get the physical overview of the business and meet the owner/family and assess the personal situation as well. The balance of the Plan may be done easily via email and telephone. 

The Comprehensive Plan takes 30-60 days to gather data, analyze it, create a Plan, and commence executing the Plan. After, an implementation mentoring program is undertaken for 6 to 12 months. After that, two to four phone & email visits a year should be sufficient. Help is available at any time during or after the program.

The cost of this Plan is small, compared to the immediate and long term business results, tax savings for both the company and owner, and the peace of mind that being in control brings. There is a flat fee for creating the Comprehensive Plan, and a small monthly retainer during the mentoring program. The only ’add-ons’ are determined by whether there will be an on-site day, for multiple business ownership, or for a review of business or personal trust and related documents and structures already in place.  

It is a program that requires focus and commitment. You either want control, or you want to keep paying too much for everything, including out of control income taxes, business expenses, and skyrocketing living costs. It’s your call… so make it TODAY!

You should contact us now, confidentially, to get started. Every day you delay costs you money.