Programs built for owners

Pivoters

Pivoting owners are ready to invest in optimizing business value and achieving transition-readiness. Both these outcomes can be complex and require a education and trained professional to guide you on your journey.

In survey after survey, business owners report between 75-95% of their wealth is concentrated within their business. Yet less than 30% have a documented plan for transitioning their business. Even fewer have invested in comprehensive and holistic programs to grow the value of their largest asset, gauge transition options and prepare to harvest at maximum return on investment.

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It's Time To Start Learning

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