We think founding, owning and growing a business is a wonderful activity on many levels.
Not only is it a great way to create and grow wealth, it’s a great way to build maximum freedom of time, money, relationship and purpose.
For decades, we have been in the trenches with successful entrepreneurs of many types, industries and sizes. While many have engaged us years after founding such organizations, we have many serial entrepreneur clients who have founded, bought, and/or sold many businesses and who continue to cycle through the entrepreneurial wealth creation process.
Sometimes, a business executive or professional, who has been successful in a career, achieves a level of financial success where they now want to consider the leap to becoming an entrepreneur. The reasons often include gaining more freedom and pursuing more opportunity.
Our role in the process begins by helping you understand and strengthen your balance sheet and finances as they stand today. It comes down to balancing your resources between safety, market and aspirational categories (your new business venture will fall into the aspirational bucket). We will help you know how to draw the line between the three categories, so you are best suited to succeed.
At the same time, we highly recommend you read the book Entrepreneurial Leap by our good friend Gino Wickman. This book helps anyone considering making the leap to becoming an entrepreneur make an informed decision. In short, Gino has identified the key traits required and it’s a great checkpoint before pulling the trigger on such a venture.
If you have built a mid to high 7-figure or an 8-figure portfolio and want to combine traditional portfolio management, wealth management and retirement planning with one or more aspirational business ventures, we can guide you through the thinking and financial planning process to execute such a game plan with excellence. Whenever you are ready, call us at 303-721-7000 to begin the conversation.