A connected reading path

I’m building business value

Start with the quality of the business underneath the number. Then connect improvements to the personal choices you want to create.

Three priorities

Keep the first conversation focused.

Your reading path

One question leads to the next.

  1. 01

    Business valuation: know what the number means

    A business valuation is an informed opinion of value for a particular ownership interest, purpose and date. It helps turn an uncertain number on your personal balance sheet into a question you can examine. A useful valuation explains the reasoning and assumptions behind the result. It is not a promise that a buyer will pay that amount.

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  2. 02

    Exit readiness: prepare before the decision

    Exit readiness means being able to make a considered choice about your future. It brings the business's ability to transfer together with your personal need for income, your preferred timing and the role you want afterward. Beginning years ahead can create time to address gaps; it does not guarantee a buyer, a price or a tax outcome.

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  3. 03

    Owner compensation: connect pay and priorities

    Owner pay connects two budgets: the company that needs working capital and the household that needs dependable income. A useful policy starts with the work you perform, the business structure and the cash the company can support. It then gives taxes, personal saving and irregular distributions a place in the same conversation.

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  4. 04

    Build wealth outside your business

    Your company may provide income, opportunity and a large part of your net worth at the same time. Building wealth outside it creates another source of financial flexibility. The starting point is deciding which money the business needs, which money the family may need soon and which money can serve longer-term goals.

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Leave with a next step.

Write down the decision, why it matters, who already helps you and the information still missing. Agree who will follow up and when.

Open the Business + Family ChecklistDownload the checklist

Your next step

Apply to meet a financial advisor.

Tell us about your business and priorities. We review your application for a possible introduction to a participating advisor. You decide whether to proceed.

Apply to meetTake the Wealth Scorecard

Participating advisors fund the introduction model. Compensation and conflicts.

Content reviewed: October 20, 2026 · General education