Mobile users turn your phone to landscape.
Play WhaleTail GameBoard
Gain a fresh perspective on concerns
that just about every business owner faces
Here's a list of priorities that impact Businesses.
Tap on the priorities that resonate with you and then tap the
Have To/Want To label where you want them recorded.
Scroll down to get your responses
Want to Now
Want to Later
Have to Now
Have to Later
Priorities
Consistently grow the transferrable value of my business
Systematically move business equity to my personal balance sheet
Protect my business ownership transition plans from outside disrupters
Share my written plans and signed documents with family and advisors
Align legal registration and titling of my assets with my written plans
Protect my legacy from eroding healthcare costs and increasing taxes
Clearly define how I will enjoy & share my wealth
Properly position resources to create tax-efficient lifetime income
Mitigate post-sale tax status change from K-1 to W-2
Align key contributors to my business vision, mission and strategy
Quantify key contributors’ impact on predictable cash flows and profits
Reward all associates for their contributions to transferrable business value
Please enter the following information
A copy of your results will be sent to
We may contact you to discuss your priorities and determine if we can be of assistance.
Email: [email protected]
Address: 5775 Nimtz Pkwy, Ste 110 | South Bend, IN 46628
Connect with Larry
Phone: 574-395-6000
Address: 5775 Nimtz Pkwy, Ste 110 | South Bend, IN 46628
Connect with Larry
Phone: 574-395-6000