Mind maps are visual outlines. We have developed several mind maps on a variety of topics. Please click on the link associated with the mind map you would like. You will be brought to a page where you can sign up to receive the map you've chosen.
Stage 2 Planning Client Experience Mind Map - We believe setting a positive client experience is key in helping you receive an outcome you feel is worthwhile. This map outlines how we work with our clients.
Objective Review Mind Map - The Objective Review is our process for helping you discover what you want to do, why this might be important and how you will get there. We review both business and personal issues to help you decide what's the important, but not urgent strategies to work on.
Business Wealth Management Process Mind Map - Business owners have a more complicated life than most. This mind map helps outline the areas of wealth management we believe a business owner should pursue.
Exit Planning Mind Map - Learn what the steps are for putting an business exit planning process in place. You can see how the different steps relate to each other and what you can do to get a successful outcome.
Due Diligence Mind Map - If you're thinking about selling your business you will eventually have to go through a due diligence process with the buyer. We believe that doing a mock exam of your company before you get into a real due diligence process can help you fill gaps you may have. This mind map covers the due diligence process and many areas a potential buyer will look at when it comes time for you to transfer your business.
The Road to Passive Ownership Mind Map - We believe that passive ownership is a key step in helping a business owner both change their relationship to their business as well as leaving their business. This mind map outlines the steps that are necessary to move to a passive ownership model.
How to Develop a Dashboard Mind Map - A dashboard is a one page document report that tells you what's going on in your company. This mind map shows you how to develop one.
The 4 Roles of a Business Owner Mind Map - This map outlines what are the four roles a private business owner has in their business. It also illustrates the way an owner might manage those roles.
The 4 Boxes of Financial Planning for Independence Mind Map - Most business owners won't be able to just sell their business and retire. This map illustrates some strategies you can use to be financial independent when it comes time to leave your business.