Small Business Owners wealthkeeper Services


Here are five questions to consider for you and your small business:

  1. What do you want for your future?
  2. Where are you now?
  3. What could get in the way?
  4. What first steps can you take?
  5. What strategies can you use?

Question 1 – What do you want for your future?

  • Have you considered early retirement?
  • What about the benefits of retirement while keeping a hand in the business?
  • Maybe you want to see your business continue well beyond your ownership?
  • Possibly you want to merge or sell your business?
  • Or are you like the business owners that loved the business so much that you would retire the day you got taken out in a pine box?

Question 2 – Where are you now?

  • What is your business structure?
  • Where are you at in the business cycle?  Survival, Growth, Expansion, Maturity, Transition?
  • What does your net worth, cash flow and profit & loss statement look like?

Question 3 -What could get in the way?

  • You
  • Death
  • Disability
  • Other business owners, family

Question 4 – What first steps can you take?

  • Valuation of your business
  • Create a team
  • Voice your desires

There is no right or wrong, it’s just who you are and what you want!  

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