If you are like most business owners, your business is your best 401k plan.
What are you doing to grow its value, and how are you going to cash in
on it when you retire? Below is a package that will help.
Small Business “401k” Coaching Package
Broker’s Opinion of Value. We provide a 7 to 10 page report that summarizes your financial performance, providing a 3 year trend, charts and graphs, along with the following services. We recast your financial statements to determine your total owner’s discretionary income. Then your business value is determined using three methods.
Strategic Plan. We meet with you and your selected team for 6 hours to develop your company Values, Vision and Mission, your industry outlook, your strengths, weaknesses, opportunities and threats. We work with you to develop long term goals and an annual action plan.
Business Assessment. The business needs assessment is a 50 point check up of important areas of your organization.
Quarterly Plan Review and Coaching. We meet with you once per quarter for three quarters for financial and plan review, adjustments and recommendations.
Ongoing Coaching as Needed. We will provide telephone coaching as needs arise. For more information about coaching, VISIT: HERE or call 864-241-0606
