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.

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.

  • Define your vision for your personal life and business
  • Assess the financial health of your business through an informal valuation
  • Evaluate your personal financial health to identify gaps
  • Consider options and strategies to grow or exit your business
  • If growing, create a plan to drive business value and improve future marketability
  • If exiting, explore options to sell or transfer your business
  • Build a transition plan and communicate regularly with partners, employees and stakeholders

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.

Business Planning FAQ
People often ask us

While every situation is unique, the process can take anywhere from 6 to 12 months. We'll start with a few in-depth discussions, then move into a cycle of implementing changes we've identified and reviewing opportunities to adjust.

As a business owner, your personal and company finances are complex—and intertwined. Understanding your personal goals post-exit can help you define what a successful financial transition looks like to you and provide confidence as you enter the next stage of life.

Business Owner Interest Insights
A few insights for business planning

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