Personal Goal Setter

Personal Goal Setter™ is a robust tool we use for identifying the personal financial and non-financial objectives of a business owner.

Most small to medium business owners typically have the majority of their wealth tied up in their businesses. Personal Goal Setter™ provides for a thorough review of your personal financial position, business involvement, and quality of life situation, of you, the business owner.

With this tool, we will identify personal objectives such as:

• How to help you determine what you want to get out of your business
• How to help you when you want to transition out of the business

The decisions surrounding these issues often have a serious impact on the amount of wealth an owner might extract from the business, either at the time of transition or in the years leading up to transition.

Using Personal Goal Setter™ we can offer a diagnostic which provides clarity around these critical issues and includes a project planning tool that allows us to manage the actions, responsibilities, and timelines for any initiatives identified during our review.