We know that business owners are busy people. They don’t have time, and in many instances interest in spending a great deal of time working on strategic issues in their business that don’t produce results and produce them quickly.
Our Blueprints for Tomorrow process is designed to achieve the following things:
- Having short meetings where real things are accomplished.
- Working on topics that are drive by you, the business owner.
- Meeting you where you and your business are, concentrating on the issues that are important to you today.
We also know that many advisers will give you a menu of options that is often overwhelming. Our quick start program helps you narrow down what you want to work on in a manner that leaves you in control of the decisions you make towards which strategic initiatives are the most important and can add the highest value to you quickly.
The blueprint choices you have are:
- Sale of a Business – This is selling your business to an outside party.
- Transfer of business to children or managers – Moving ownership from you to your managers or your children.
- Passive Ownership – How you can continue to enjoy the value of your business while having others run your business.
- Premature death – Planning for what would happen to your business and family should you die prematurely.
- Disability – Planning for how you and your business would handle a long-term disability.
- Retirement – What will it take for you to retire from your business. We help you work on both financial and non-financial issues.
- Wealth Accumulation and Asset Protection – Understanding how to accumulate and protect assets outside your business.
- Key Employee Retention – Identifying who the key employees are in your company and what you need to do to retain these important people.
- Legacy Planning – How do you want to be remembered, both by your family and those you’ve done business with?
- Orderly Estate Distribution – The process of deciding who will get one assets once you are done using them.
- Prevention of misspent life insurance dollars – A review of your life insurance to make sure you have the right type of coverage in the correct vehicles.
- Key Employee Manual – Understanding how the key people in your company work together.
- Midas Strategies for increased value – Realizing which strategies your business can use to dramatically increase the value of your business.
- Understanding the drivers of your business – Learning what the cash and profit drivers are for your business.
- Thanksgiving dinner – Keeping family conversations moving forward and how to effectively use advisers.
Our process is designed to help you decide which of our fifteen blueprints will provide the greatest value for you. You are the expert at what’s important to you. The Blueprints process is designed to have you stay in control of the strategic work your company does. The goal is to work in bite sized segments that allow you to work on what’s important to you in the order you believe add the most value.
Our role is to help you identify which Blueprint is right for you. We then help you narrow down the activities that are most likely to provide a high return.
To help you understand what some of your strategic goals might be, take the survey we’ve developed. Click on the following link and answer the eight questions we’ve put together. This ten minute survey will help you focus on what’s important for you. After taking the survey, give us a call at 802-846-1264 for more information.
