Thank you for attending An Integrated Approach to the High Net Worth
& Business Owner Market!
Your next steps and resources are below.
Identify
Meet with your Integrated Relationship Manager and Financial Advisor to identify the top 5-10 Business Owners that would benefit from going through the Discover Process to determine where on the Growth to Exit spectrum they are.
Growth Planning Discover Report
This Report will include:
Review of their current views on the importance of investing in growth vs realizing equity value.
An assessment on the value of their business and the key value drivers impacting that value.
Assessment of Operational Effectiveness Report
The average Value Gap that we uncover in our Growth Planning Discover Report has been $2.7 million(1). Our Assessment of Operational Effectiveness provides the keys to unlock that potential value. This is a Deep Dive assessment that will provide the strategies and tactics as well as how to prioritize them based on their particular business. (1) (c)2020 CoreValue Research LLC
As one of our exclusive attendees, you now have access to these valuable resources
Our Growth Planning Discover Report will provide your business owner clients with key insights on their business and how they are thinking about growth and equity
planning right now.
the value in their company.
Attendee Copy of Presentation
Attendee Version of the 11/10/2020 Integrated Business Alliance Workshop Presentation
The end result?
Expanding your clients wealth in the way they define it so
they can work toward the life of significance they want.
Integrated Business Alliance
Richard E. Austin, JD, LLM, CIMA, CBEC®
Executive Director
781-373-4468 (o)
Richard.Austin@Integrated-partners.com
Homer S. Smith IV, CFP®, CRPC®, BFA™, CBEC®
Director and Private Wealth Advisor
(253) 236-7000 (o)
homer@konvergentwealth.com
Co-Host
John M. Leonetti, Esq., M.S. Finance, CM&AA, CBEC®
CEO, Pinnacle Equity Solutions, Inc.
Ph: 781.821.2608 (o)
John@pinnacleequitysolutions.com