Exit Planning

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Exit Planning Assessment - This assessment will help identify how ready you are to exit your business.  You will have an opportunity to speak with Josh Patrick about eighteen areas of your business that a buyer will examine when it becomes time to sell. Afterwards, you will receive a customized complementary report.

The Road to Passive Ownership Mind Map - This infographic mind map shows you the steps that are necessary to become a passive owner in your business.

Case Study: The 7 Steps of Business Exit Planning - This special report will help you understand the steps that are necessary for a positive exit to happen from your business.

Case Study: How to Retain Key Employees with a Stay Bonus - This is an important step and process to understand when it comes time to leave your business.  You will learn why your people are more important than you are in the exit planning process.

The 4 Boxes of Business Financial Planning for Independence Report - This report explains our process of using four different boxes for a business owner to plan for financial independence.  We believe this should be the first step in the exit planning process.

Building Enterprise Value

Complimentary 30 Minute Strategic Coaching Evaluation - Learn about the 18 value drivers in your business.  Afterwards, you will receive a customized complementary report that helps you understand what stage your business is in as well as what are the opportunities for business improvement.

Case Study: The Key Financial Metrics Every Business Owner Should Measure - This case study talks about how to improve your business cash flow and value using key metrics and key performance indicators in your business.

Strategic Marketing Guide: Finding Your Ideal Customer Niche - This guide helps you understand what strategic marketing is and how to develop niches for your business.

Case Study: The 3 Stages of Business - This case study is about understanding what the different stages of your business are.  You will learn what activities are important in each stage for you to focus on.

Case Study: How to Become a Passive Owner in Your Business - This case study will help you learn about what different roles you play in your business.  You will then learn why managing your relationship to your business to be a passive owner, which allows you time to act stragegically and add enterprise value.

Simplified Business Budgeting - Learn how to do an easy budget that is only four pages long.  This report takes you through what we consider the proper order of putting together a budget that operationally doable.

Reports Of Interest

The Periodic Table of 56 Business Planning Strategies - This is a quick reference sheet with a glossary of terms of strategies that many business owners use to help them achieve different goals in their business.

Stage 2 Planning Client Experience Mind Map - This is our infographic mind map of what you can expect from working with us and what we expect your experience will be.

7 Myths of the Private Business Owner Busted - The report explains myths and disconnects that often happen between business owners and their advisors.

Case Study on Hiring Techniques: How to Hire for Unique Abilities - Learn what you can do to improve your hiring strategies and techniques in your business.

The 5 Financial Planning Stages of the Private Business Owner - This report will help you learn what we believe are the steps you should take to reach financial independence.

Business Wealth Management Process Mind Map - Get your infographic mind map on the different parts of wealth management a private business owner should address.