Whether you are just enjoying the first fruits of success or are ready to sell and start your next life chapter, one thing is almost certain: You are so focused on your company that you have little time left over to manage your complex wealth picture. You need answers to questions such as:
What steps do I take to create the future I want?
Will I have enough money to do everything I envision?
How can I reduce taxes to keep more of my wealth?
Are my company and family protected against recessions and other acts outside my control?
When is the ideal time to exit my business? How much can I sell for?
How can I help ensure that the legacy I have built continues, both professionally and personally?
As a financial planning and investment firm in Kansas City, Missouri, we don’t just manage the complexity for you; we look to build and protect your wealth while setting in place the broad array of financial, tax, and investment strategies to achieve your goals.
Our Process
Step 1:
Data Gathering
Financial & Management Interviews
Step 2:
Financial Preview
Value Opportunity Profile™ Assessment
Step 3:
Recommendations
Prosperity Business Blueprint™
Step 4:
Implementation
Assess and Set Priorities
Step 5:
Monitoring
Reassess Goals, Priorities, and Recommendations
White Papers
Request a copy of our white papers today!
Working with us, you enjoy a close partnership with a team of CERTIFIED FINANCIAL PLANNER™ (CFP®) and CPA professionals with deep experience in the needs of successful business owners. We partner with you to create a personalized Prosperity Business Blueprint™, a structured process that uncovers both financial obstacles and opportunities to help align today’s needs with tomorrow’s aspirations. We can help you:
Envision different scenarios for your business that create flexible options if and when you want to exit
Understand how to estimate your business value and the most important drivers of value
Calculate how much money you need your business to generate in revenue or through a sale to fund your lifestyle for the rest of your life
Create a plan to maximize the value of your business upon your exit
Through your Blueprint and our team’s expertise and encouragement, we strive to empower you by helping to maximize your company’s value, increase your flexibility, and give you more control in creating the future you desire.
Webinar: Selling your business—7 essential steps to take in the years beforehand
Without a blueprint for exiting your company, you may not get the sale amount you need to fund your next life stage. Watch this webinar to learn seven things you can do to help prepare for a successful exit from your business.