What essential questions could my services answer for you?

Will a new business opportunity add value to the business?

I am a professional who specializes in putting all the pieces together, determining whether the cash flow benefits of your business are greater than your capital investments (i.e., human capital, property, plant, and equipment).
I will thoroughly evaluate new business opportunities, ascertaining whether they are ultimately worth your valuable time and capital.

How much would a potential buyer pay for the future income potential of this business?

I will work alongside you to create financial models to value your ongoing business, determine the market value of your enterprise’s assets and what the business’ value is based on customary benchmarks such as current sales and income.

What does the future hold for your business?

I will collaborate with you to make hard yet crucial decisions about what lies ahead for your business, determining its succession plan (i.e., will the family inherit or buy the business?), whether the business will be sold to a private equity firm, or whether employees will purchase the business by pursuing an ESOP (Employee Stock Ownership Plan).

Furthermore, how will you transition from being a business owner to an investor?

I will guide you through your business’ transition from your hands to those of an investor, helping you ascertain the enterprise’s written transition of ownership plan (including a strategic plan for operations, a strong cash flow, and a comprehensive exit plan).

How will your business continue to positively impact the community?

Your business’ future is linked with the economic well-being of your local community. By creating a succession plan, you will be able to continue to serve your customers, create employment opportunities, and enhance public services through a strong tax base. I can help you ensure your community flourishes by managing your succession plan. I can ensure that a well-developed succession plan will in turn contribute to the flourishing of the local community.

Is it time to build your Tiger Team (i.e., a team of specialists brought together to work on?

As your wealth strategist, I will build an expert professional team (whether it pertains to your legal, tax, accounting, or investing manners) to focus on the complicated issues of managing your business and to optimize your wealth.
I will facilitate the interactions between you and your expert professional team to protect your assets now and for future generations.
It is time to bring a problem-solving approach to your highly critical business and wealth issues - whether you are focused on growing or exiting your business - I will coordinate the right people to implement the right policies for y