For successful advisors, your business is likely the most valuable asset in your investment portfolio.
Do you know what your business is worth?
Would your family receive fair market value for this asset if you were hit by a bus tomorrow?
When recommending investments to clients, most advisors offer clear process with qualitative metrics and risk analysis. Yet, many don’t have a clue of the value of their own largest asset. Nor do they have clear strategy for maximizing the value of this asset, or a plan for protecting and ultimately monetizing their equity.
Strategic organizational changes now could lead to a much smoother and more rewarding exit when you are ready down the road. Let’s chat about your circumstances and long-term goals. Glad to share ideas and introduce compelling opportunities.