Our Process

Eight steps for positioning you, the private shareholder or family business owner, for a successful Strategy:
 


 

1.     Discuss and identify with you what the major goals and priorities are, relative to business, personal, and family.


 

 


 

2.      Develop an understanding of how the business works, who the key people are, any family members in and out of the business, and how dependent the success of the business is on you and/or the key person.


 

 


 

3.      Evaluate and prioritize your business and personal financial concerns, determine how they are being met, and identify potential problem areas.


 

 


 

4.      Learn about your other professional advisors, their areas of focus, and how they interact with you and each member of your team.


 

 


 

5.      Obtain for review financial information and pertinent documents; you may authorize Our Firm to coordinate with other advisors as necessary.


 

 


 

6.      Prepare an assessment and summary review for you, examining solutions, time and costs regarding your options.  


 

 


 

7.      Determine with you how to proceed towards implementation of strategies and coordination with other advisors.


 

 


 

8.      Set up a schedule for ongoing review.