True Wealth Roadmap for Business Owners
Plan Your Exit. Secure Your Retirement. Achieve Your Goals.
Your Dream Outcome
Imagine a future where:
- You’ve successfully transitioned your business, maximizing its value.
- Your personal finances are fully aligned with your exit strategy and retirement goals.
- You’re financially independent and living life on your terms, whether that means retiring, starting a new venture, or enjoying more freedom.
This isn’t just about exiting your business—it’s about creating a comprehensive plan that allows you to transition confidently into the next chapter of your life.
How We Help Achieve Your Dream Outcome
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Introductory Call
What It Is: A short, no-pressure conversation to:
Tell us about your business and personal financial goals.
Share how our process works and what makes us uniquely qualified to help business owners.
Determine if we’re the right fit to guide you.
Why It Works:
This call sets the foundation by focusing on your specific needs and providing clarity on whether our expertise aligns with your vision.
2
Strategy Session
What It Is: A one-hour deep dive into your financial picture, business, and goals where we’ll:
Help you identify your most important priorities for exiting your business and achieving retirement readiness.
Provide tailored guidance on building your business value, addressing compensation strategies, and aligning your personal finances with your exit plan.
Answer as many key questions as possible—or outline the considerations for addressing more complex issues.
Why It Works:
You’ll leave the Strategy Session with actionable insights tailored to your unique circumstances.
Whether it’s clarity on immediate questions or the foundation for a more detailed engagement, our process ensures every step is focused on your goals and comfort.
Common Questions We Address for Business Owners:
- How can I maximize the value of my business before I sell or transition?
- What are my options for exiting my business?
- How do I ensure my family and employees are taken care of during and after the transition?
- Will I have enough to retire after selling my business?
- How do I align my business exit with my personal financial and retirement goals?
- What steps can I take to minimize taxes on the sale of my business?
- How do I create a paycheque in retirement?
Next Steps After the Strategy Session:
This ensures you have the time and space to make informed decisions without feeling rushed.
What’s Holding You Back?
Let's Address It.
“What if I’ve had a bad experience with an advisor before?”
We understand that working with advisors who don’t specialize in business and retirement planning can be frustrating. That’s why our approach is different:
- Retirement-Focused Expertise: We specialize in helping business owners transition into retirement with confidence.
- Integrated Planning: We combine your business and personal financial goals to create a seamless plan.
- We understand you aren’t looking to buy an insurance policy or any other financial product. We provide you with advice.
- No Hard Close: We move at your pace, one step at a time, with no pressure to commit beyond what feels right for you.
“What if I don’t get the answers I need?”
We do our best to address your key questions during the Strategy Session. For more complex scenarios, you’ll leave with clear guidance on the considerations and steps needed to get the answers. Plus, you’ll only pay for the Strategy Session after it takes place—and only if you feel the value exceeds the investment.
"What if this feels too complicated?"
Our expertise ensures we simplify the process for you. We take care of the details so you can focus on what matters most—your goals and your future.
What You'll Walk Away With
A clear understanding of your options for exiting your business.
Insights on how to maximize the value of your business and minimize taxes.
A framework for aligning your business and personal finances with your long-term goals.
Confidence in knowing the next steps toward a successful transition.
Why Choose Us?
Certified Expertise:
As Certified Exit Planners and Value Builder Advisors, we bring specialized knowledge to guide business owners like you.
Tailored Approach:
No cookie-cutter solutions—every plan is customized to your unique situation.
Comprehensive Focus:
We integrate business, personal financial, and retirement planning for a seamless strategy.
A Proven Process:
Our True Wealth Roadmap for Business Owners ensures every step is clear, actionable, and focused on your success.
Take the First Step Toward Clarity
Your business represents years of hard work, sacrifice, and success. Let’s ensure your transition is just as successful as the journey you’ve built.
Ready to Get Started?
Frequently Asked Questions
Let's Address It.
"How are you different from other financial advisors?"
We focus on integrating your business planning and personal financial goals into one seamless strategy. As Certified Exit Planners and Value Builder Advisors, we specialize in helping business owners like you transition with confidence—not just selling products or managing investments.
"When should I start planning my business exit?"
It’s never too early to start! Whether you’re considering an exit in 1 year or 10 years, early planning helps maximize your business’s value and ensures your transition aligns with your personal and financial goals. Exit Planning is just good business planning.
"Do I have enough money to become a client?"
Our typical business owner clients are ready to plan their exit and/or have accumulated at least $750,000 in retirement assets and/or have annual profits of at least $200,000. We work best with those who are ready to align their business and personal financial goals for a comprehensive strategy.
If we’re not the right fit, we’ll still do our best to connect you with resources or professionals who can help.
"What if my business isn’t ready to sell?"
That’s perfectly okay! In fact, most businesses aren’t fully ready to sell when owners start considering their exit. We can help you identify opportunities to improve your business’s value and develop a strategic plan to prepare for a successful sale or transition in the future.
It’s important to note that 80% of businesses listed for sale fail to sell, and many business exits don’t happen on the owner’s terms. By taking proactive steps now, you can ensure you’re prepared for whatever life throws your way, whether it’s an unexpected opportunity or an unplanned event.
"Do I need to sell my business to work with you?"
Not at all. Whether you’re looking to sell, transfer to family, or step back from day-to-day operations, we help you create a strategy that works for your unique situation.
“What happens after the Strategy Session?”
If we agree that a more comprehensive partnership makes sense, we’ll schedule a separate meeting to review your options and outline next steps. If not, you’ll still leave with actionable insights to help you move forward.
Still not ready to move forward?
Here are two actions you can take to keep your journey moving:
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Sign Up for Our Newsletter
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