We help you plan and execute the sale of what is probably your largest single financial asset - your business. We have gone through the process ourselves and we have been there as consultant and coach for numerous other financial advisors.
The Whitewater Relationship
A successful transition just doesn’t happen. It takes planning and purpose - and that’s two things we’re very good at helping you create in your busy life.
Not every client faces the same challenges. These are just a few of the ways we can help with your transition:
- Build a Roadmap. We'll develop a strategic plan that identifies your critical financial and life goals.
- Set a Timetable. Create reality out of dreams by breaking down the process into manageable steps.
- Consider the 14 Elements. We'll work with you as a consultant and coach to develop a game plan for dealing with the 14 key elements you must consider to be successful.
- Increase Your Market Value. Using our Business Valuation Improvement Program, we can show you how to increase the market value of your business before you sell.
- Develop an 'Ideal Buyer' Profile. It is critical to look beyond the numbers in your initial screening process. We'll help you understand why.
- Have a Seasoned Team: We're available to be at your side during meetings and negotiations if you need us.
- Build a Shared Intentions Statement. Once a potential buyer is selected, we'll help you avoid the minefields that destroy too many transitions before they complete.
- Develop a Client Trust Transfer Plan. This will help you "lock in" the value of your client relationships during the transfer to the buyer.
- Help you redefine your personal life plan and realize the full potential of the opportunities that await you after you have completed your process.
More Than Just a Business Transaction
Whether you are a Registered Rep, RIA or CPA firm that manages financial assets, transitioning ownership in a financial services business is much more than a business valuation estimate, tax planning or legal documents. These are all vitally important components, but there is another equally critical path, that of anticipating and working through the human dynamics that will be generated during the process – the dynamics in you, your clients and your business partners and staff.
Most successful transitions are not "do-it-yourself" affairs. The same way your clients need you as their advisor to help them with the complexities of their financial lives, you need a transition advisor. More than half of all business ownership transitions fail to complete at some point in the process. We can help you be in the "successful" half!
Financial Advisors | What We Do | Testimonials | Learn More |
Find out how and when to start planning a successful transition, key steps to increase the value of your business and more.
Size Up Your Readiness >
If you're in the middle of a transition that's gone off-track–maybe you've just had a business valuation, or you're in mediation—we can help.
Get Your Transition Back on Track >
|
"Andrea: I want to thank you for allowing me to observe the gifts you have. For me, this wasn’t just training for my job – it is knowledge and skills in regards to my family, friends, co-workers."
- Financial Coaching Skills Training Participant
Read More |
|
