6455 South Yosemite Street
We understand. We want to have the conversations that will help set you up for future decisions.
Our experience shows us that a lot of business owners decide to leave their businesses quickly. If you haven't started planning for that transition when you are not thinking of leaving, you and your business may not be ready for the transition when it happens.
Our Business Planning clients experience ongoing communication and collaboration, support, access to our specialists and advisors, all while we help them keep their focus on what they do best.
are ready to assess the gap between business and personal goals and minimize obstacles so they can focus on what matters most to them.
You want an understanding on how the business cash flow can support the life you want to live today and into the future.
Business Owners should have the opportunity to maximize their life's hard work. As small business owners ourselves, we are on a mission to help business owners, their families, and their employees.
Your Growth & Exit Objectives <-> Your Business & Personal Financial Resources
Both Karen and Neill have earned the Preeminent CExP™ designation.
They are qualified to provide comprehensive, professionally executed Growth & Exit Planning services to the business owning community.