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
Data Gathering
Step 1:
Financial & Management Interviews
Financial Preview
Step 2:
Value Opportunity Profile™ Assessment
Recommendations
Step 3:
Prosperity Business Blueprint™
Implementation
Step 4:
Assess and Set Priorities
Monitoring
Step 5:
Reassess Goals, Priorities, and Recommendations
Get Started today
White Papers
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business financial planning fees
We charge a base fee of $4,000 up front for business financial planning.
Separate monthly fee beginning 1st of the month following delivery of the Value Opportunity Profile™ Assessment and Report. Monthly fee quoted based upon complexity.
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.
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