Know your numbers.
Can the business bridge the gap between today and your next chapter?
Uncover Your Financial & Lifestyle Gaps
Your most important numbers
You’ve focused on the business. Now it’s time to focus on you, starting with a few questions:
- Will you be able to maintain your current lifestyle?
- Is the family protected?
- Will taxes take the lion’s share?
- How long will your retirement assets last?
Unlock your greatest asset
Uncovering financial gaps while you are still actively building the business can eliminate distress, litigations, and family conflict.
- Leverage the financial pyramid
- Live the life you worked so hard for
- Create a generational legacy
- Find security in knowing your numbers
How will you serve both your retirement and the business well?
People are living another 30 years beyond their retirements. Our process not only shows you what you need from the company to fully fund your future, it will also help determine what has to happen while you still have the ability to drive revenue and value in the business.
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Will you have the lifestyle you and your family desire?
You’ve been leading the business for decades, so naturally, your income and wealth are deeply connected to the business. It has financed your life to date, but can it fund your next chapter?
Ready to solve your challenge now?
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It’s The Simple Math That Doesn’t Get Done
Family business owners are passionate about what they do. They’re working to carry on a business that family built – by their parents, grandparents, sometimes even great-grandparents and beyond. These owners are so busy providing for their employees, communities, and the next generation that they often ignore their own financial future. Boiling it down to its true essence, business is a means to building wealth. And what are we supposed to do with that wealth?
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What is Your Lifestyle Number?
More often than not, when I ask business owners what their lifestyle number is I hear either “I don’t know” or “I THINK I need (X)”...
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CASH Decisions: A Family Business Story
CASH. Cheryl Doll recently wrote an article about Monopoly and the tie to cash in a business. As I read the article...
Read MoreWonder what it’s like to partner with Compass Point?
It begins with a 30-minute call. Find out how we work with family business owners who recognize that scaling the company requires mapping a course for the Business, Ownership and Family to take the journey together.
Why Compass Point?
“Compass Point has helped us develop a rolling 3-year strategic plan with the leadership team; built in accountability and monthly meeting rhythm to monitor progress, learn, and adjust as needed. We couldn’t have done this without them!”