The Reverse Business Plan® process:
Drawing from my personal experience as an entrepreneur and my professional experience over the past 20 years, my goal is to help business owners maximize the value and benefits from their business so they can fulfill their goals and objectives.
I accomplish this by designing a custom Reverse Business Plan® for every client. A Reverse Business Plan® is a process that addresses four major issues: What you have, how to grow, how to protect and how, when or if to transition from your business so you can accomplish personal, family and business goals by maximizing value, minimizing taxes and controlling ownership through different scenarios.
"Custom" means just for you, and the first step is to get to know you and fully understand what's important to you. So please come on by and lets get to know each other while we enjoy a cup of coffee.
The Reverse Business Plan® is a three stage process:
Stage 1: Establish the Prime Directive
Stage 2: Analysis and recommendations
Stage 3: Implementation