• HOME
  • ABOUT
  • OUR PROCESS
  • FREE COURSE
    • Why This Course
    • Step 1 - Introduction to Exit Planning
    • Step 2 - Goals and Outcomes
    • Step 3 - Business Internal Facts
    • Step 4 - Entrpreneurial Financial Planning
    • Step 5 - Preparing for Unplanned Events
    • Step 6 - DeRisking Your Business
    • Step 7 - Exit Options
    • Step 8 - Strategy and Business Model
    • Step 9 - Strategic Financials
    • Step 10 - Systems and Procedures
    • Step 11 - Marketing and Sales
    • Step 12 - Corporate Governance
    • Step 13 - Ownership Mindset
    • Step 14 - Employee Ownership
    • Step 15 - Management Succession
    • Step 16 - Tax Planning
  • INVESTMENT MANAGEMENT
  • FORM CRS
  • BROKER CHECK
BUSINESS ACCELERATION

"Most Aren't Aware of The Formula That May Create Massive Growth For Your Business ..."

There are several strategies that are proven revenue-generators for any small business. Most business owners pay very little attention to these strategies, and therefore, are failing to capitalize on their revenue-generating power.

 

Consider this… business owners today are in the fight of their lives. The global economy is in an inflationary shambles with recession on the horizon (if not already upon us). Most business owners have no additional revenue sources they can tap into for financial support during lean times as banks pull-back – and perhaps worst of all, marketing and advertising just don’t work as well as they used to. In fact, for many small business owners, marketing isn’t producing any results for them at all… and their financial situation will grow worse by the day.

 

Things to Consider:

  • Creating A Dominate Position in Your Industry to Drive More Revenue.
  • Analyzing If Expansion Into Another Product Line or Region Makes Sense.
  • Training Management to be Leaders That Drive Productivity, Not Tension.
  • Examining Your Management Structure and Personnel for the Right Choices.
  • Updating Your Digital Marketing and Branding to Drive More Leads.
  • Sharpen Your Focus on Your Financials.
  • Loosening Your Dependencies on One or More Suppliers, Customers or Employees.
  • Examining The Need For Investment Capital for Growth.

Another thing to keep in mind as you try and grow your company is that a future acquirer looks for companies that can run without their founder, which also happens to be the key ingredient in a self-managing business. Therefore, our approach involves optimizing your company’s performance across eight dimensions important to acquirers that will be examined and developed over a 12-month period. Each month you will build on improving your company.

 

If you're not interested in selling your business anytime soon, you should now have reaped the benefits of optimizing your company to a new level of overall performance not witnessed before.  

  • East Longmeadow, MA, United States

  • info@PeakWealthAdvisors.com

  • (413) 224-2488

ABOUT US

Peak Wealth Advisors is entrepreneurial investment firm that specializes in helping business owners manage their personal wealth and help increase their business value. This is done by utilizing the key drivers of business growth for either a future sale; transfer to the next generation; gain additional profitability and efficiencies; and/or minimizing the company's reliance on the business owner. Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Silver Oak and Peak Wealth Advisors are not affiliated.

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