By building a roadmap that incorporates both short-term necessities and long-term priorities, we can implement an action plan that help you make efficient progress toward set objectives. This starts with asking the right questions and at the right time.

Step 1: Gaining Perspective

• Imagine you sell your business tomorrow – what is occupying your time?
• How do you plan to exit your business? Have you considered a Management Buyout (MBO) or a Leveraged Management Buyout (LMBO)?
• What do you hope to leave for the next generation?

Step 2: The Stress Test

• Are you paying too much tax?
• Are your assets protected in the event of a change in circumstances?
• Are your personal and corporate wills aligned?

Step 3: Client Vision Document

• Can we determine the priorities and preferences that can guide decision-making?
• What will we need to revisit periodically?
• What is the level, type and frequency of communication that will suit you best?

Step 4: Two-Year Roadmap

• What are the most pressing items and opportunities?
• What needs to be acted on now and by whom?
• What steps can be make over the next two years to bring us closer to long-term objectives?

Step 5: Meetings and Reviews

• Are your current wealth strategies still in line with your vision?
• What has changed since we last met?
• Do any decisions need to be shared with other professionals, family members or stakeholders in your business?