As you set out on your entrepreneurial journey, your business will encounter various transitional phases. To stay aligned with your goals and help ensure your business is well-prepared for every twist and turn, we invite you to participate in the survey below.
Step 1. Rate each category from 1-6, based on the below key:
Step 2. Add all ratings together and put your total in the TOTAL RATING section.
Step 3. Divide your TOTAL RATING by the MAXIMUM RATING of 132. The result will be your percentage READINESS SCORE.
TOTAL RATING = 88
MAXIMUM RATING = 132
88/132 = .67
READINESS SCORE: 67%
We specialize in helping business owners exit strategically and offer individual, holistic planning to help clients live the life they want.
We offer a holistic planning process that prioritizes client education and gives you the knowledge and freedom to do more of what you want.
Our professional advisors thrive on a foundation of trust, authenticity and transparency that prioritizes your happiness at every life stage.