Peace of mind is knowing what the business is worth, and the facts to support why.
Warning - Prevent big money mistakes. Most others use shortcuts (they leave out key professional standards and steps) to give you a bad guess in a cheap and easy report off by 25% on average. Send us a report or someone's sample. We’ll show you a costly mistake free, and options for your Best Next-Step.
Work with us to meet your unique needs at a known fair price. CBA asks value driving questions others ignore. Start-Up or Expand? You can ask anything to make better money decisions. Get some good news, start now.
Calm your financial fears by starting with your business and personal facts to make better divorce settlement decisions.
Guard against divorce money mistakes. Know what business valuation documents you need to back up the evaluation. Have high confidence in a fair deal value for the business that is often the highest valued asset.
Obtain expert valuation help to find hidden assets and income. Be prepared with detailed facts to win negotiations, and in court if necessary.
Understand succession stages, steps, and timing to make easier internal executive and external transaction choices.
Wisely choose your best buyer and sale method. Avoid dozens of tricky succession mistakes. Know what company records buyers are going to ask you for, and how to control your private data.
Set a fair deal with a fair price and financing terms. Know how your sale and deal due-diligence helps your transaction go the distance to the last payment check.
Sell for More,
Build and preserve your financial independence by synchronizing personal and business goals. You'll see where mismatches cause costly mistakes.
Use your better judgment to balance how alternative plans affect your long-term wealth and financial security. Dodge the money stress by coordinating your financial plans.
Organize your data and documents required to wisely sell and exit your company, to meet your retirement income needs, and to safeguard family.
Choosing Your Business and Personal Financial Planning Direction
Whether your goal is investing to build wealth, increasing financial security for you and your family, funding your retirement, or selling and exiting your business, our process offers you proven peace of mind options.
Business owners take a direct approach to goals. You want the know how to make more money by cutting costs, dodging taxes, uncovering opportunities, and finding smarter ways to grow.
Our team has the professional credentials and years of experience to coordinate your personal financial goals and business ownership challenges.
Have more peace of mind now. You will get the help you want to make better personal and business money decisions today.
Your Company's Financial Future
Today's business environment presents constantly changing financial challenges. Along with these challenges comes growth opportunities and potential rewards for those who identify long-term trends.
Whether you're facing business succession planning for retirement—or looking to better understand certain business expansion ideas—we can help you address your most pressing questions to coordinate your personal and business financial planning.
Check out our page on Using Your Business Valuation for Strategic Planning.
"If you don't know where you are going, you'll end up somewhere else."
"Price is what you pay. Value is what you get."
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."
The Real Cost of a Vacation Home
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Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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