"What Financial Buyers Want"

Speaker: Ryan Schultz, CPA (Evolve Capital) and
Thomas B. Hoyt (Independent Bankers Capital Funds)

Date: March 10, 2017
Place: Travis Wolff Accountants, 15950 N Dallas Parkway, Suite 600 Dallas, TX 75248
Register: Here


"Practical Considerations When Selling to Employees"

Speaker: Greg Reed, CFP and Steve Goodner

Date: April 14, 2017
Place: Travis Wolff Accountants, 15950 N Dallas Parkway, Suite 600 Dallas, TX 75248
Register: Here


"Passing the Torch to the Next Generation-Key Considerations"

Speakers: Cleve Clinton (Grey Reed McGraw) and
Greg Sampson (Gray Reed McGraw)

Date: May 12, 2017
Place: Travis Wolff Accountants, 15950 N Dallas Parkway, Suite 600 Dallas, TX 75248
Register: Here


Check Your Performance

Three Steps to Take Value Builder Score

Get started here:
The Value Builder Score Report

 

What will you be doing in 5 years?

  • Still working full throttle
  • Some work, some play
  • No work, all play

Are you set for life? ... find out here



Whichever you chose to do, we can help.

Wishing and hoping won’t get you there, no matter what you will be doing in 5 years. It takes planning. And, as one of our clients has said many times, “if I knew it would take this long to get us there, I would have started to plan much sooner”.

A business that is run today as though you will leave it tomorrow (involuntarily or voluntarily) has the greatest salability and value.

We have a process to get you there, wherever “there” is for you. Here’s how we do it:

Step 1: We obtain the answers to these questions

  • How Salable is your business?
  • What is it worth?
  • How much will you need or want?

Step 2 : We create a plan to get you from where you are now to where you wish to be

  • Improve salability
  • Increase value
  • Increase the net proceeds

Read more about business value: Do You Have a Value Gap and How to Close It



Even if you have no desire to leave your business any time soon, we suggest you find out how salable your business is today. Please be sure to use a good e-mail address so we can let you know when your Report is ready.We will walk you through how salable your business is and how to get you where you want to go.

Get started here: The Value Builder Score Report

Three Steps to Take Value Builder Score



Want to know more about the Value Builder Report? Read more in What's Inside Your Report

How Can We Help?

From financial planning to transitioning ownership, see how Business Wealth Solutions goes to work for you. Using tried and true methods, we take a comprehensive approach to ensure your success.
View our approach

Value Opportunity Profile - CertifiedPractitioner