SERVICES
BuiltWealth™: How we help you move toward a successful exit
Most financial advisors want to talk about stocks and retirement accounts.
But as business owners ourselves, we know your business is the big asset.
That’s why we cover every stage of growth, with a focus on helping you pursue an exit within the next three years.
Business Growth and Attractiveness
Understand your business attractiveness and your Wealth Gap, and how the business can close it. We coordinate with your whole team to protect what you’ve built.
Keep more of your earnings
We demystify your potential tax implications and work to reduce them, building a sound strategy before the deal closes.
We help you climb the BuiltWealth™ Ladder
We show you how to build a second wealth engine that runs independently of your company. We find and fix the cracks, like risk exposure, tax leaks, uncoordinated advisors.
Prepare for succession
“What do I truly want from this deal?”
It’s a big question and we create the space to dream and plan for it. A lot goes into this, which is why we like to start early. Up to five years ahead of an exit, in fact.
Post-exit freedom
You defined what you want next. We handle the how. With our multi-generational team of advisors, you’re in good hands as life evolves post-exit.
What happens when you work with us?
The BuiltWealth™ BuildOut
We start with a structured VisionBuild whiteboard session. Who are all the players? What does the business look like now? What does everybody do? What does the money look like? How do you live? What’s the timeline?
We work through the items one or two things at a time, in priority order, with dedicated meetings for each.
The BuiltWealth™ ServicePlan
This is what it looks like to have us in your corner year after year. We get together on at least a twice-a-year cadence to help you keep working your way up the Ladder.
In winter, we’ll run the valuation exercise again. We’ll revisit the “real” number, run updated Attractiveness and Readiness scores, recalculate the Wealth Gap, and identify whether there are referral opportunities to bring in partners who can help improve business value.
Over the summer, we’ll assess your progress and keep moving you forward on your current pieces, or add something new. We review what’s been completed, set priorities for the back half of the year, and revisit the life-after-business plan.
In the fall, when we do our tax planning, we’ll check in on profit projections, present tax planning ideas, and review investment performance.
And we’ll talk in between. As life events come up, as questions come up, as planning needs change, we’re here.
Explore our BuiltWealth™ Process
Download your BuiltWealth™ Ladder Guide today:
Ready for a finance team who actually “gets” your business?
Book a free 30-minute JobWalk call to see if we click