Business Owner Reviews
Two CFP®-led advisory reviews designed to help business owners make better decisions before they become more urgent.
Choose Your Path
Planning to sell or transfer?
- Understand what your business may need to be worth.
- Explore what you may actually keep.
- Identify risks before timing becomes urgent.
Not planning to sell soon?
- Evaluate whether your business and investments support your future.
- Understand continuity and owner-dependence risks.
- Protect your family, team, customers, and company.
Not sure which review is right for you? We will help determine that during a brief fit conversation.
Exit Readiness & Owner Freedom Review
Exit planning doesn’t mean you need to sell today. It can help you understand whether your business can support your future—and helps you strengthen your options before timing, taxes, buyers, or circumstances begin making the decisions for you.
This review may fit if:
- You may sell or transfer ownership within the next five years.
- You do not know how much your business may need to be worth or what you may keep.
- Your business still depends heavily on you.
- You want to identify risks before buyers, lenders, or successors do.
What you receive
- Two CFP®-led advisory meetings.
- An integrated review of your goals, timeline, financial independence, and transition readiness.
- A written recommendation with prioritized findings and practical next steps.
What you gain
- A clearer view of whether your business can support the future you want.
- Clarity about risks that could limit value, transferability, or your options.
- A prioritized first step rather than an overwhelming list of issues.
- You want to identify risks before buyers, lenders, or successors do.
Financial Independence & Continuity Review
You do not need to be preparing for a sale for your business to affect your financial future. This review evaluates whether your investments and business can support the future you want—and whether your family, team, and company could withstand the first 90 days without you.
This review may fit if:
- You plan to retain ownership or do not expect to sell within five years.
- You want to reduce your role while remaining financially secure.
- A significant portion of your family’s future remains concentrated in the business.
- You are concerned about leadership, liquidity, payroll, or continuity if you cannot lead.
What you receive
- Two CFP®-led advisory meetings.
- An integrated analysis of financial independence, business continuity, and risk.
- A written recommendation with prioritized findings and next steps.
What you gain
- A clearer view of whether your investments and business support the future you want.
- Greater understanding of owner-dependence, continuity, and concentration risks.
- A prioritized first step to strengthen protection and future flexibility.
CFP®-led Advisory Reviews: $750 each
Already have a financial advisor?
This review complements your existing planning and does not require you to move investments or replace your advisor.
Simple Comparison
Essential FAQs
Do I need to be ready to sell?
No. These reviews are designed to help you make better decisions before a sale or transition becomes urgent.
What is included?
Each review includes two CFP®-led advisory meetings and a written recommendation with prioritized findings and practical next steps.
How much does the review cost?
Each CFP®-led advisory review is $750.
Do I need to move my investments or replace my advisor?
No. The review can complement your existing planning.
Not Sure Which Review Fits?
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