You get one shot at this.
Many business owners focus on running a successful company, yet fewer focus on operating their business at its highest possible value. Over time, hidden gaps can quietly limit the outcome. Left unattended, your business’s Profit Gap and Value Gap can severely limit your organization’s enterprise value whether you’re selling or not. Your Wealth Gap is personal. This appears when the wealth you’ve retained with your business success is not enough to support your personal and family’s long-term objectives.
By applying the Value Acceleration Methodology®, we help owners identify and seek to close these gaps early, treating value creation as an ongoing discipline- not simply in preparation for a sale. The focus is on working towards improving profitability, reducing owner dependency, strengthening business fundamentals, and aligning decisions with a comprehensive personal plan supported by accurate projections. Whether a transition is near, years away, or not currently contemplated, operating at maximum value creates flexibility, leverage, and control.
Just as important, no owner should navigate this alone. Business owners often receive advice from many sources—CPAs, business brokers, attorneys and colleagues. Frequently however, that guidance is fragmented. An integrated approach brings alignment. All professionals now speak the same language. This creates a professional environment that sharpens your thinking, improves decision-making, and prepares you for your next steps.
Contact Us
Business and Exit Planning Services :
- Business use of insurance
- Business value consulting
- Buy/Sell agreement analysis
- Cash flow analysis
- Cash flow and income statement analysis
- Cash management
- Deferred compensation plan analysis
- Entity structuring education
- Financing strategies
- Intra-family and other business transfer techniques
- Non-formal business valuation estimates
- Succession or exit planning
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
Stonebrooke Wealth Management and Exit Planning Inc. and LPL Financial do not provide business valuation or legal services. Please consult your legal advisor regarding your situation.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Stonebrooke Wealth Management and Exit Planning Inc., the Exit Planning Institute and LPL Financial are separate entities.
Exit Planning Institute Quiz
According to the Exit Planning Institute:
What percentage of businesses put on the market actually sell?
What percentage of business owners profoundly regretted selling their business after 12 months?
What percentage of family-owned businesses survive into the third generation?
What percentage of business owners admitted they weren't familiar with all their exit options?
What percentage of an owner's wealth is trapped inside of their business?
Inaction is your enemy. The clock is ticking, the best version of you is waiting. Climbing the mountain of scaling and selling your business begins with taking a step. Your age is irrelevant, personal and professional risks are real, tomorrow is not guaranteed. Start your planning now. Don't wait, and don't do it alone. Let us help you build the proper team, minimize the risks, maximize your business' value, and create clarity to either grow it or sell it. Our first 90-minute meeting is complimentary.
