Goals Setting
How we help you set your Goals
Your Personal Finances Goals
Review of income, asset, tax, risk management and retirement planning
Purpose is to highlight the relative importance of the business in the longer term financial prosperity of the owner and identify tasks to get personal affairs in order.
You and Your Business Goals
Review of your role in the business, the supporting team, preparedness for sale and level of management information
Purpose is to highlight the lack of preparedness of the business for an ownership or management transition and the impact this will have on the value received.
Your Quality of Life Goals
Review of health, appetite to continue to drive the business, enjoyment, work/life balance, outside interests and “life plan”
The purpose is to identify a need to shift focus to some outside interests and plan for a life more than business.
