A Vision for Sustainable Success

Two people discussing financial charts and using a calculator at a wooden table.

What’s Going On?

Nationally, small business owners have roughly 80% of their net worth tied up in their businesses
Over 70% of businesses put on the market don’t sell
75% of the business owners that could sell regretted it 1 year later because they weren’t prepared for life without their business
Family-transferred businesses have a 30% survival rate through the 2nd generation, 12% through the 3rd generation and only 3% survive through the 4th generation

Why’s That Happening?

2/3 of owners stated they weren’t aware of all their options
83% had no written plan to improve their business for an eventual sell and 49% stated they had no plan at all – they simply took whatever they could get
78% indicated they had no formal team to help them improve and/or sell their business
93% had done no planning or preparation for retirement
40% had no plans in place for illness, death or forced exit
50% of transition plans required the business to stay profitable for it to be realized while only 14% of owners had prepared and implemented a plan to support that requirement
56% felt that they knew what their business was worth to a buyer but only 18% had done a recent appraisal and instead relied on market multiples.
95% of M&A professionals believe the biggest obstacle to a sale is the significant overestimation of the value of their business to a potential buyer

What Small Business Owners Experience:

Too little time to do all that needs to be done
Must work in the business instead of on the business
Siloed professional advice
Conflicting, reactive advice
Little to no integration between their business planning and family financial planning
Too much complexity for them to keep up with everything, so things fall through the cracks
Having to coordinate all of their professional advisors when it’s not their area of expertise and they don’t have enough time
Frustration and lost time

THE NEED:

A total planning solution that integrates many elements of your business and family financial planning under one roof, making your life simpler while saving you time and money.

With help, you can intentionally focus on structuring and managing your business in a way that drives value, creates financial freedom and generates grounded confidence in your future while also having a comprehensive family wealth solution through Unified Planning.

A Vision for Sustainable Success

What’s Going On?

Why’s That Happening?

What Small Business Owners Experience:

THE NEED:

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