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for your business.   for your life.

Strategies for Franchise Owners

Challenges that we see most franchise owners experience:

  • Not sure how to start planning to protect, grow, and eventually sell the business on their terms.

  • Reacting each day to different financial decisions

  • Relying on the future sale of the franchise for retirement with no clarity on what income they can expect throughout retirement

  • Making decisions in the franchise without knowing how that impacts them personally

  • Professionals giving opinions and guidance without seeing the bigger picture

What we do:

Business owners often struggle with knowing what they want from their business. You spend so much time, money, and invest your life into building a successful franchise. How does all that work together when you want to get out of the business and work on other hobbies or work on your own terms? We spend time to talk about what steps you have taken, organize your thoughts on what you truly want to accomplish, and lay out the next steps for us to work together.

Meet to Learn About Your  Plan, and Help You Dream

Work with a Personal Financial Assistant to Organize Your Business and Personal Finances

Your finances might look like the junk drawer in your home or business. How do you make efficient financial decisions when all the pieces of your business and personal finances live in different places? You will receive one-on-one time with a financial assistant to organize all your finances into one spot.

Review and Adjust to Protect the Risks in Your Business and Personal Finances

As you build up assets, grow your business, and go about your daily life, many risks are present. Often you might find risks that you didn’t even know about or how a specific risk impacted your ability to grow and sell the business. We touch on the purpose for particular insurances, documents, and how to take that step to get you fully protected from most unknowns.

Structure and Implement a Plan on How to Get Your Business to Save for You

You might find that the business's bank accounts have a lot of cash building up inside. Most people’s initial reaction is to pay off personal debt or maybe expand the business. Your franchise should not be the source of your wealth for retirement but the main contributor to building up your wealth. Inside your business, there exists dead cash and new business profits. We want to help you clarify what should stay in franchise, what should be taken personally, and how the franchise value can be increased the right way.

You got into business to make money and be great at what you do. What is your plan to get out of the business in the future? Many wait until the last moment because they are burnt out, but the longer you wait, the fewer options there are. When we can plan these things in advance, you can decide how you want to leave on your own terms.

Determine How You Want to Eventually Sell Your Business

Have you considered offering perks and benefits to your team? If you do, how would you categorize them when you think about recruiting new talent, rewarding your team based on what they can control, and retaining those that can change the culture or cause the business profits to decline if they left? We spend time with you to understand and implement these plans.

Review How You’re Engaging and Growing the Business through Your Team

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Our Team

We bring over 100 years of combined industry experience to the table. It's our mission to help business owners grapple with the tough questions about how to protect, grow, and eventually exit their business on their terms.

Jay Clark, CExP, RICP®

Tammie Myers Sharp, RICP®

David Keller, CLU®, CHFC®, MSFS

Peter Lewandowski, CExP™, CLU®

Let's talk

Start up a conversation with us about the trajectory of your business.

Thanks for reaching out!

2024-169680 Exp. 3/25

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