How do we build this relationship?

To build this relationship, these questions need to be answered:

1. How do you look on paper?
   By analyzing the company's financial position we can establish key indicators that can easily measure a company's growth.



2. How much are you really worth?
   The true worth of the company drives so many decisions - like retirement, merger, a partner buy in or business expansion. Not knowing the business' worth can create the loss of an opportunity that cannot be recouped.



3. What is the tax strategy of the entity?
   Minimizing taxes is always the right answer. But to do so, you must project the long term direction of the company. Today's tax savings can be eliminated by tomorrow's results if the planning does not address future objectives.



4. How can you make more money?
   Forget about thinking outside the box, what can be done today to improve the company's profitability and the shareholders' net worth?



5. When you retire, who runs the company next?
   Succession planning is critical in almost every exit strategy developed. From retirement to the next generation or to the buy out, identifying who will pay for what has been accumulated is key.

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