Financial well-being built from business achievement

Business Planning can help take your company from successful to significant. By walking through our tailored Business Consulting Process, you can help ensure your company is valuable, transferable, and more aligned with your personal and professional financial goals.


Business Owner Process

Phase 1

Understand

You and Your Business

Analyze

Identify Profit Gap, Value Gap and Wealth Gap

Phase 2

Design

Action Plan to Close Gaps

Protect

De-risk Business

Phase 3

Evaluate

Grow or Sell

Implement

Value Creation/ Exit Transaction

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

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On average 80-90% of business owners wealth is tied up in the business.

2022 Colorado State of Owner Readiness, Exit Planning Institute.

83% of business owners say they have no formal or written transition plan.

2022 Colorado State of Owner Readiness, Exit Planning Institute.

78% of business owners indicated they do not have a focused team of advisors.

2022 Colorado State of Owner Readiness, Exit Planning Institute.

48% of business owners indicated they have no plans in place to cover death, illness, or a forced exit.

2022 Colorado State of Owner Readiness, Exit Planning Institute.

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Fulcrum Wealth Consulting of Raymond James

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