You’ve worked so hard to get where you are, now let us help you protect what you’ve built and prepare for an optimized business exit.
We help business owners protect their family’s wealth so they can feel confident all of their hard work doesn’t go to waste. We’ll also help you dig into the nuanced area of exit-planning by guiding you through the Value Acceleration Method. Through this process we will set your business up to be stronger than ever, and ideally prepared for a possible sale.
Financial Planning & Wealth Management
Each household goes through our highly-tailored financial planning process to ensure you have a plan to meet your specific needs. We will set out a vision for what you want most in life, and create a plan to achieve it. We begin by defining your personal vision for your dream life. This may sound daunting if you’ve never gone through this type of exercise, but don’t worry, we will help you along every step of the way.
Next we create a picture of your current situation, establishing and prioritizing actionable items that will help you begin to build toward your dream life. The key is to create a road map that provides a clear path toward achieving what is possible. As we make progress we continue to monitor and adjust as your situation changes; maintaining forward momentum and keeping you on target.
For more detailed information, download our Service Guide booklet.
Quick-Start Meeting
As a business owner it’s important to focus on what is most likely your largest asset – your business. Not just for a possible sale, but to optimize the value while you are still operating it.
There is a reason why many have said “good exit-planning is good business planning.” If your business is more attractive to outside buyers that means it’s also more valuable while you still own it.
Why shouldn’t you reap the benefits of your business in its most ideal state?
If you are interested in how to do this, book a consultation with us today.
The Capable Wealth Process
Through our highly tailored process we will help you get your financial house in order so that you can protect what you’ve built and take care of your family for years to come. We’ll also prepare your business for what lies ahead – a sale, or enjoying increased value while you continue to run it.
STEP #1
Free Introductory Consultation: Learn About What is Possible
Interested in learning how to protect your wealth and accelerate the value of your business? We will spend time learning about your situation and showing you how our process has helped other business owners just like you.
STEP #2
First Official Meeting: The First Step On Your New Journey
During our first meeting we’ll lay the groundwork for the future by creating a clear vision. This will include both your family’s personal wealth as well as your business.
STEP #3
Getting Organized And Preparing For Value Acceleration
If you’re like most people, you have a bunch of accounts, forms, and info scattered around in different places. We’ll pull your info together to get organized and provide a picture of your current situation.
STEP #4
Strategy Development & Plan Delivery
Once we have a good vision we will pick specific action steps to begin implementing. In 90-day “sprints” we’ll look to execute these strategies and begin to see meaningful results.
STEP #5
Staying Accountable And Making Adjustments
As we begin to complete various action items we will replace them with new ones, helping to keep the process moving forward. Life will change. Your business will change. It’s important that we adjust to meet those changing needs as necessary. After all, these adjustments ARE the financial planning and Value Acceleration process. It’s a journey.
Start exploring your capabilities today! Book your free 30-minute discovery session so that we can begin your wealth building journey.
