Running a small business can feel lonely.

Do you ever wonder …

  • How much your business is actually worth?

  • What you can do to increase the value of the business?

  • How much profit should be reinvested in the business?

  • When is the best time to prepare for an exit?

  • Why it’s important to build wealth outside the business?

 
 

Small business owners deserve to have a single, trusted advisor who understands their unique needs.

 
 

5-Step Planning Process

Many advisors start a new relationship with quantitative analysis. WorthyNest® takes a unique 5-step approach to serve new clients:

  1. Identify your business & family goals

  2. Develop key financial reports

  3. Evaluate whether you’re on track to achieve goals

  4. Ask the right follow-up questions

  5. Monitor progress through ongoing touch points

WorthyNest 5-step process
 
 

You don’t need to do this alone. In fact, you shouldn’t.

Focus on your zone of genius, and we’ll focus on ours: delivering expert exit planning guidance tailored to your small business.