The Business Planning Process

A successful financial plan consists of written goals, an action plan, and is monitored and updated as part of an annual review.

THE VALUE ACCELERATION METHODOLOGY

DISCOVER

Conduct an Annual Business Valuation

Assess Personal Financial Business

Prioritized Action Plan

Key Milestone

PREPARE

VALUES

Personal and Financial Planning

MIGRATING RISK

Business Improvements

This process is completed through continuous 90-day sprints until an owner decides to either exit or strategically kepp their business. If an owner decides to keep their business, they cycle through the methodology until an exit event takes place.

Key Milestone

DECIDE

Grow or Exit?

Key Milestone

KEEP

GO TO ADVANCED VALUE CREATION

SELL

INITIATE DESIRED EXIT OPTION

* Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

Savings Calculator

A secure financial future starts with planning. The Retirement Savings, and Goal Savings calculator can help you decide if your current savings are on track to meet your financial goals.

Savings Calculator