If you received an offer today for your business that you couldn’t refuse, would you know it? And would you be prepared for it?
Below you will see a 3-step Series on how we serve our business owner clients and strategize for their future transition.
Video 1: Financial Gap from 30,000 ft.
Do you have a Value Gap? Do you know what a Value Gap is?
In this video, I share an example from Mr & Mrs. Business Owner if they have a Value Gap and understand what their options are to eliminate if they have a Value Gap?
This strategy is for all business owners and a behind-the-scenes look into how we do our 30,000 ft. Strategy.
Video 2: Financial Gap from 10,000 ft.
Do you understand what you need for financial freedom and financial independence from the business?
When you transition from your business, will the income from your portfolio and other assets
(real estate) provide for your desired lifestyle? Or will you be required to live off the principle and income?
In this video, we go over the steps of understanding the financial gap.
This strategy is for all business owners and a behind-the-scenes look into how we do our 10,000 ft. Strategy.
Video 3: Financial Gap from Ground Level
This is the third step in our process to build security into your next chapter.
Will your real estate, social security, pension, or other guaranteed income sources provide for your month-to-month living expenses?
This strategy is for all business owners and a behind-the-scenes look into how we do our Ground Level Strategy.