The Importance of LIFTed Planning
60% In Lost Sales After A Business Owner Dies
You as the business owner are the glue that holds your business together. Without a solid plan in place for your business to outlive you, you can expect sales to dip by at least 60% after you pass. Your family and your business likely cannot weather such a downward swing.
25% of Business Owners Successfully Leave Their Business To Their Family
Sadly, of the two-thirds of small business owners in the U.S. who want to pass their business to their family, only about a quarter of them are actually successful. The other 3/4 simply did not do the right planning, or any planning at all.
100% Of Business Owners Stop Being Owners Eventually
We know that you will exit your business, but what we do not know is exactly how or when that will happen. When it does happen, it could compromise the whole financial foundation you have built, unless you have done proper planning so you can sleep at night.
Whether you have a new or existing business, our approach helps your days run smoothly so you sleep better at night.
Our unique LIFT process helps reveal gaps in your business foundation so that you can make better business decisions.
Create a business plan that is thoughtfully packaged into customizable options for you and your family.
Here are answers to come of the more common questions we hear.