Helping company founders plan for and transition into retirement requires close examination of the personal, financial, and business aspects through Master Planning. As a part of this process, Bob will help you maximize the value of your business while ensuring personal and financial readiness. Along the way to maximize net proceeds, Bob will assist you to draft and establish a well-documented, step-by-step plan for moving forward.
Utilizing the Value Acceleration model, Bob recognizes what you already have in your business. This creates a baseline metric of value going forward and helps with business, personal, and tax and estate planning. The range of value is based on our financial analysis and benchmarking, as well as your business' readiness and attractiveness scores. These launch a value growth process. As you decide to grow or sell, your business and you become worth more.
