Goals Setting.


How we help you set your Goals

Your Personal Finances Goals

Review of income, asset, tax, risk management and retirement planning

Purpose is to highlight the relative importance of the business in the longer term financial prosperity of the owner and identify your personal goals.

You and Your Business Goals

Review of your role in the business, the supporting team, preparedness for sale and level of management information

Purpose is to highlight the lack of preparedness of the business for an ownership or management transition and the impact this will have on the value on your business.

Your Quality of Life Goals

Review of health, appetite to continue to drive the business, enjoyment, work/life balance, outside interests and “life plan”

The purpose is to identify a need to shift focus to some outside interests and plan for a life more than business.