Complimentary White Paper

The Freedom Point: A Financial Planning Guide for Business Owners

Learn how to pinpoint the most optimal time a business owner should exit their business and be rewarded with financial freedom.

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Have the newest data to answer the most important question business owners have - when is the right time to sell my business? In this white paper, learn how to align an owner's personal financial needs with the value of their business. This will allow you to calculate the ideal intersection to sell their business - what we call their Freedom Point. Become your clients' most trusted advisor by assisting in this critical decision and play a key role as they reach financial independence.

In this white paper, you'll discover:

  • How to determine if a business owner is `risk on' and passed their Freedom Point.
  • A step-by-step process for calculating an owner's Freedom Point.
  • 3 financial options business owners will face once they've reached the Freedom Point.
  • How the pandemic has created a sense of urgency for business owners to accelerate the exit of their business.