Founder Planning is a process combining Business Valuation and Personal Financial Planning that answers three questions:
1 - what is my business worth?
2 - how much do i need it to be worth?
3 - how do i get it there?
For over 10 years, our team has been helping established business owners manage their largest investment: their business. Over that time, we have learned a lot about what works and what doesn't - what is important and what isn't. After realizing that founders earlier in their journey could benefit from our lessons learned, we developed the Founder Planning framework to do just that. If you would like to learn more, please fill out the form below to contact us, and then check out a more detailed overview of the process.