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Owner Objectives (OLD)


What are your primary objectives right now as an owner?

Are you interested in identifying your options so you can successfully transition your business? If so, what is your personal, financial, and business readiness to carry this out?

Are you concerned about protecting your business and defending the value you have built-up in your company?

Are you more concerned about growing your company (and therefore your wealth, prestige, and influence)? If so, do you know how to plan and achieve that growth?

Or, are your mostly focused on harvesting the wealth in your business through a succession plan? Do you know which option is the best for you considering your personal, financial, and business objectives?