Real financial planning is: aligning your human capital with what is really most important to you.

Real Financial Planning for Businesses is: aligning the Capital (4 C's ) to the highest purpose of the business.

  • Human Capital
  • Structural Capital
  • Customer Capital
  • Social Capital
1
4 Cs

Business Risk Management

  • Continuity Planning
  • Succession Planning
  • Resilience Planning
6 ds

Value & Growth Acceleration

  • De-commoditization
  • De-centralization
  • Execution & Operational Systems
5-Stages-VAM

Exit Option Optimization

  • Diagnostics & Valuation
  • Owner Transition Plans
  • Family Enterprise Creation
2 Values and Success