You own one or more closely-held companies that is a significant part of your financial picture

You’re in growth mode and you would benefit from adding more structure and guidance to your process

You’re interested in building sustainable wealth based on discipline, performance, and integrity

You prefer an objective approach to financial management and would  like to assess different options prior to executing a plan

You view things holistically and care about quality-of-life concerns in addition to strong financial performance

Equity in your closely-held business is a critical tool in appreciating your financial position over time.