Services
Value Builder Solutions Change Outcomes
We create awareness for you, your management, your employees, your family, and we foster team-play. We will show you how to adopt a process that builds your confidence to overcome the challenge of leaving money on the table if you are thinking about transitioning from your business. We realize that EXIT/SUCCESSION PLANNING IS A GOOD BUSINESS STRATEGY.
Value Creation is our Focus.
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We build a team that designs and oversees a Master Plan.
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We help the team of advisors get engaged and resolve issues.
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We work within a system of interconnected disciplines, formed by the interaction of a collaborative, like-minded community of professional advisors, with a common goal to grow, preserve, and transition wealth for business owners.
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We provide valuation services for your business with and without real estate.
Surprising Statistics
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66% of business owners are not familiar with all of the available Exit/Succession Options.
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78% of business owners have no formal transition advisory team.
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83% of business owners have no written transition plan.
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49% of business owners have done no planning.
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93% of business owners have no formal "Life After Plan".
Statistics by EPI - State of Owner Readiness Survey