As a business owner, you strive for success. Success means different things to different people. For many, success is having the time to do what they want and pursue their passions. For others it’s to achieve financial freedom. Whatever success means to you, defining a path that can help get you there involves being clear about your desires and then creating a strategic plan to make it happen.

Our program partners with you to review your current plan and modify it as necessary to be aligned with your definition of success. Once a strategic plan is committed to, we can provide the ongoing support to assist you in working towards your desired result.


Assessment & Discovery

Start where you are. It’s never the right time for strategic planning. That’s why it is often left undone. The first step in the Freedom Business Builder is assessing your current situation. Often it takes an outside perspective to help identify where you are now and what it will take to get you where you want to be. We evaluate your strengths, weaknesses and opportunities, which leads to establishing priorities and the creation of your business road map.


Exit Planning

Are you getting the value and wealth out of your business that you desire? You started your business with a plan, but do you have a plan for your exit? Wherever you are in your entrepreneurial journey, having the end in mind will help you build business value along the way. We can help you establish a timeframe for your exit plan and answer critical questions to identify your goals. Then we will partner with you to implement a plan to pursue those goals.

Proactive Tax Strategy

Taxes are inevitable but overpaying them is not. We will help you find ways to save money on taxes and, more importantly, create a proactive strategy that puts you in control. Confidence comes when you know how much your taxes will be. No one likes surprises at tax time! We provide you with a formula specific to your business and situation that helps you plan effectively, grasp what to expect and avoid paying too much.

Corporate Structure

The way you design your company’s leadership team and structure is crucial to growing your business. Culture is key to creating loyalty. Money often gets employees on board, but culture retains them. Our goal is to ensure you have the right structure and compensation package. We provide tools for organizing and developing roles while helping you think about succession. We also address legal buy/sell plans to protect you and the business you’ve created.

Retirement Plan

As a business owner, it’s essential to generate wealth in your business. It is equally important to build wealth outside of your business. A retirement plan can help you work towards this while lowering your tax bill. We create a tailored retirement plan that fits your goals and funding budget. We also provide you and your staff with information about how the plan works, how to take control of your money and strategies for building a strong financial future.

Team & Leadership Development

Developing the next generation of leaders or managers can be hard to do from within, especially when you are focused on running your business. For the past several years, we have been training individuals, teams and managers to become more effective and own the end result. With three simple yet powerful leadership principles, our team can help people at all levels of your organization become star employees.

Ongoing Coaching & Consulting

Our goal is to give you the tools, structure and foundation you need to build a valuable, profitable business that runs with or without you. Often our clients want additional consulting after the initial steps are taken. Our team is available to continue this journey with you as your collaborative partner and act as your advisory board. There are many ways this can work so we will create a customized plan tailored to the specific needs of your business.

Contact Us Today!

Let our professional team of business coaches and wealth advisors help create and implement a plan for your company. Whether you need just one of our services or a full suite of options, we are excited to partner with you to help you pursue a successful future. Contact us to schedule a time to discuss which services may be most useful for your business.