Business Planning
Integrated business and personal planning
Comprehensive business planning strategies
Transition may be inevitable for every business—but every business has a unique path to follow. We understand the importance of integrating your personal goals and finances with your business performance, so you can feel confident in exiting on your own terms.
Talk to a business planning professional
A Business Planning Checklist
What's your vision for the future?
Strategic business planning begins with an examination of your current and future goals. Alongside your CPA, attorneys and other advisors, these steps can help ensure your business and personal plans are fully integrated.
Our Approach
A three-part assessment
Every business goes through the transition process, and planning with the end in mind is a critical strategy—regardless of your business stage.
How prepared are you to step away from your business?
We'll help you define your goals for life after the sale and support you with a range of financial solutions, including strategies to preserve your legacy and protect your assets.
How are your business and personal finances connected?
Together, we'll analyze your personal and business finances to define your unique income needs in preparation for your transition. We'll help you stress test your retirement plan, guide you through tax-advantaged strategies and review your asset allocation and risk tolerance.
How prepared is your business for your transition?
An informal business assessment and valuation can provide a strong foundation to build the attractiveness of your business. We'll help you explore opportunities to increase valuation, review next-level management retention approaches and discuss unique gifting and transition strategies aligned with your larger goals.