We have learned from many years of experience that the lives of Business Owners and Professional Practitioners will go through many transitions- some planned and some unplanned. But nearly all of these transitions will involve both risk and money.
From hiring and keeping the first employee, to facing a serious disability or critical illness, to funding a retirement plan, to figuring out a succession plan when one or more children are involved in the business, to minimizing the ultimate "estate shrinkage" at death--All of these transitions can look like deep and impassable rivers or chasms on life's road.
Our role is to help you "Build Financial Bridges" to help you get across these chasms.
We help business owners in three key areas:
We are "Business Exit Strategists". We work with owners of closely held small and medium sized business, and particularly "Family Businesses" to devise strategies and solutions to the three most likely causes of a business exit-Death, Disability or Retirement.
Using the Building Succession Bridges Process, we work with you to provide a "Financial Bridge" to get you across each of these possible reasons for your exit.
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As an entrepreneur you put yourself at risk when you started your business years ago. And like any successful entrepreneur who suffers from the "entrepreneur paranoia" you have concerns that this success could disappear tomorrow. Our focus is helping you focus on solutions that eliminate or reduce some of these fears and risks through:
It was the great industrialist Andrew Carnegie who said: "Take away my factories and my railroads, take away my ships and my money but leave me my people. And in a short time I will have it all back again."
Successful companies know that they have to leverage the skills of their people and those people are their most valuable asset.
We can help you retain those employees through: