We support business owners in aligning personal, financial and business goals

Live into your legacy – Define innovative and effective business strategy that drives value today and ensures the success of your business long into the future.

Thrive in your third act – Create a life you love beyond the business you have built.

Why is it so important? Your business is inextricably linked to your personal life and financial well-being. 

As a lifelong entrepreneur, just like you, I understand the special interconnectedness your business has with the rest of your life. If you are anything like I was, you have prioritized your business over your personal and financial needs. While most of us agree that having a transition strategy is important for us and our business – Many of us, I’d even say most of us haven’t done the work of creating that plan for our business or ourselves, leaving the business we have built and our future happiness and financial security at risk.

The rather scary truth is that 50% of business transitions don’t happen voluntarily but are rather due to one of the 5 D’s – Death, disability, divorce, distress or disagreement.

As a founder it can be hard to think about exiting your business. Your business is more than numbers and more than a job or even a career. It’s personal. It’s a part of you and intrinsically linked to your personal finances, lifetime plans and identity. It may be that you love what you do and thus, don’t think that planning your ‘exit’ makes sense. It’s possible that thinking about ‘exiting’ feels scary because you don’t want to think about the end or don’t know what your third act will be. It simply could be hard to step back and think that far beyond the exciting initiatives you have on your plate right now.

Whatever the case may be for you – preparing your business, personal life and financial needs for a transition regardless of when you plan to activate - enables you to ensure that you can make choices about your future on your terms, have the financial means and transfer your incredible talent and passion into exciting ventures in the years to come. After all, 80-90% of most business owner’s personal wealth lies inside of their business.

Exit planning is simply smart business strategy that delivers increased value today while offering readiness, opportunity and transferrable value tomorrow.

- Sarah Van Aken