Partnering with business owners to build sustainable transferable high value firms
Partnering with business owners to build sustainable transferable high value firms
Variety of videos and downloadable DIY tools tax planning strategies, M&A, estate planning, valuation and growth
Case study - Manufacturing Biz (pdf)
DownloadDIY - Transition Guide (pdf)
DownloadPlanning flow chart M&A, Tax , Estate (pdf)
DownloadPlanning - Big Picture - Video Overview (mp4)
DownloadSet for Life Questionnaire - Business Owner DIY Assessment from the Exit Planning Institute (pdf)
DownloadDiscover-Assessment- Overview - Go to Online access on our home page (pdf)
DownloadVOP ( value opportunity profile) overview 7 pages hand out pdf (pdf)
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