The Business Wealth Pathway

The Business Wealth Pathway™ is an expanded form of our Family Wealth Pathway™ process adapted especially for Business Owners like you. National statistics reveal that owners of privately held businesses hold 80% or more of their net worth in their business. The translation is that the business is the owner's most valuable asset, which most owners expect to be the source of retirement security and fund their dreams extending beyond the business. The alarming truth is that 72% of owners who attempt to sell their business cannot find a buyer. Hence, solving the riddle of how to monetize the business is your single biggest wealth planning challenge, and must be a central focus of your wealth planning, year-to-year, until the riddle is solved. That said, it is not your only wealth planning issue and must be balanced with other family priorities.

To this end, our process has three distinct phases: Discovery, Triage, and Rolling Implementation and Refinement. All three have been adapted in the Business Wealth Pathway™ to take into consideration the special role your business plays.