Advisor CARES Assessment

CREATING REAL VALUE -
HAVING A JOB vs. OWNING A BUSINESS

Many financial service professionals have successfully developed a client base. They also might have done so and received compensation that they are happy with for their efforts. When you ask them if they could sell what they have created throughout the years, the answer is generally NO! Why is that true? The answer is because they own a job, not a business.

The reality is that if you don’t have systems in place to function, even in your absence, the business ceases to exist. Also, even with systems in place, the value of your “business” is greatly impacted by whether you have a sales and transaction based business or one that provides ongoing income for the potential new owner. The difference financially to you can mean hundreds of thousands of dollars, and possibly millions! Even worse, you may have a hard time selling the business at all. The prospect of putting in years of hard work and the possibility of little to no financial reward when you want to retire is not a pleasant thought. The good news is that a tragedy like that can be avoided. By having an open mind and the willingness to change, the ability to learn some new methods within a well structured plan is your solution.

We offer a method (strategy) coupled with the motivation for you to transition from owning a job to owning a successful business. We can also provide you with an in-depth financial analysis of your current business and project its cash flow with a future exit strategy value. This helps answer questions like, “Where will I be in 5 years, 10 years, etc.” By utilizing our proven system, we will even give you a GUARANTEED BUYOUT when you desire to leave your business, with a value that far exceeds current valuation methods. The rewards are tremendous, but only if you care enough about yourself and your future.