Discover The Gaps In Your Business with our Stress Test
Answer the question, “what am I missing?”
What is the Stress Test?
Identify gaps and opportunities that may have been missed while building your business. Before you exit.
The most common question we get is, “What Am I Missing?” Sometimes business owners are missing substantial tax savings by not addressing tax strategies available to them. Other times it may be the structure of the business that is not optimal for them.
Other business owners may have gaps like no life insurance, no exit strategy or negative cashflow.
Our Stress Test is a 200 point checklist designed to identify issues that could threaten the success of your plan.
Succession
Is the future success of your business highly dependent on your knowledge or expertise?
Valuation
Do you need to review ways you can potentially improve the valuation/appraisal of your business?
Sale & Disposition
Are you feeling pressure (e.g., emotional/personal reasons,
outside factors, stress, etc.) to sell your business?
Tax Issues
Do you need to review whether the sale of your business may
affect other tax planning goals you have?
Other
Are there any state-specific issues you need to be aware of
when selling/disposing of your business?
Download the full checklist!
History
The Mayo Clinic pioneered an industry leading process of having various expertise in the same room to learn from each other. This process led to the most successful patient outcomes.
Our Stress Test is designed to accomplish the same.
We Recruit a Mastermind of Experts To Help You
We have a network of experts that have been in your shoes. Part of our process is bringing all of these professional experts together at our office to evaluate your situation. Each expert will give their perspective on your situation so that issues and gaps may be identified and addressed.
Asset Protection / Risk Management
An asset protection/risk manager identifies and mitigates risks to safeguard a company’s assets, including financial, physical, and intellectual property, ensuring operational resilience and compliance with regulations.
Business/Corporate Attorney
A business attorney, also known as a corporate lawyer, specializes in providing legal advice and services to businesses. Their work encompasses a wide range of legal matters related to the operation and management of businesses.
Estate Attorney
An estate lawyer specializes in issues related to the distribution of a person’s assets after they pass away, as well as other aspects of estate and probate law.
Tax Strategist/CPA
A tax CPA (Certified Public Accountant) specializes in preparing, analyzing, and planning tax matters for individuals, companies, and other organizations.
Wealth Manager
A wealth manager provides a variety of services designed to manage an individual’s or a family’s finances and assist them in achieving their financial goals.
You’re In Good Company
Our professional team meets on a consistent basis to evaluate and strategize for optimal outcomes.
What Are You Missing?
Learn From Professional Experts on the Founder’s Guide Post Podcast
The Founder’s Guide Post Podcast is a culmination of expertise and real-world experience, designed to provide business owners with the tools and knowledge to help successfully exit their business. Armando Roman talks to seasoned entrepreneurs and industry experts dedicated to delivering actionable insights.
