Business Owners
Using Your Vision to Add Value to Your Business
From comprehensive financial planning to strategic business improvements, we offer a range of services designed to support your business at every stage of its journey. We’ll help you maximize business value, grow income, and build a stronger business to attract and retain top talent and benefit more at exit.
Triggering Event
Working closely with business owners, we discuss triggering events – which are independent, personal, financial, and business assessments that correlate to a range of values for your business.
Personal & Financial Planning
We help you create an action plan that reflects the prioritization of personal, financial, and business value factors to help drive improved earnings and business value.
Measuring Invisible Assets
Managing your intangible capital; human, customer, structural, and social offers the key to unlocking the wealth trapped in your business.
Grow or Exit
We help develop a transition plan to maximize the value of your business and ensure you are personally and financially prepared for life after exit.
Succession Planning
As a Certified Exit Planning AdvisorTM (CEPA), Duane understands that building a business with transferrable value requires a measure of the Maturity Value of the enterprise.
Investment Management
We provide financial guidance that captures the disciplines of asset allocation, diversification, and professional portfolio management.
Financial Success Begins by Freeing Your Mind
We welcome the opportunity to listen to you speak freely about your hopes, dreams, and financial goals.