Overview :
Through the years in working with affluent clients, many were business owners. Their estate planning strategy was a bit more involved as their largest asset was typically their family business. As in life, transitions happen. Things change, and instead of being surprised by those transitions, we developed a proprietary process to help people be prepared for them in a way that sustains success, not only for today, but also for future generations.
Successful business owners begin with a vision. Through hard work and perseverance, the vision becomes a reality. The definition of success for any business is often as unique as the business itself. For some owners, the bottom line says it all. Other business owners consider quality of life or fulfilling a personal or professional goal to be true success. Our process takes into consideration everything you want to achieve through business ownership, as well as how you want to handle any transition that may come.
Transitions mean different things to different people. They can include:
- Wanting to “exit” the company without leaving the company
- Wanting to adjust time commitments and responsibilities to enable more freedom to pursue other ventures
- Wanting to make a change in the Ownership role like transition more responsibilities to a partner, key employee or successor
- Wanting to cut ties completely and ride off into the sunset
With the ups and downs of today’s market, many business owners are discovering that it’s increasingly difficult to identify their true corporate value and utilize it to increase their cash flow. That means their need for the expertise of our staff is also increasing. To meet this demand, we have created The Company Coach® to better serve business owners who are looking for that strategic edge.
To provide the best advantage for our clients as possible, The Company Coach® has developed unique Processes to help business owners identify, grow and transfer assets; which eliminates the gap between their current status and desired result, so any transition that comes will be met with preparation. Our expertise is in planning – for now, and in the future – to ensure that you, the business owner, get the most out of your business and your life.
To learn more about how we can enhance your success as a business owner, please visit us at TheCompanyCoach.