Your business plan is the foundation of your enterprise – its roadmap. It’s the formalization and documentation of the critical components of your business – those components that emanated from your mind and your heart, and are now in the reality of the marketplace: your company’s mission, product or service, differentiating factors, competitors, marketing and sales plans, projections, revenue, cash flow. A business plan is not a document that you create and then relegate to the bottom drawer. It’s a living and breathing instrument that should evolve as your business grows and changes, or as circumstances warrant. 

Perhaps most importantly, your business plan is the operating document for the entity through which you fund the most heartfelt aspects of the lives of you and your family: goals, dreams, aspirations, the future.

As we are now in the second half of 2019, we think it’s an excellent time to revisit your business plan.

  • How does actual performance compare against projections? 
  • Have there been modifications in the market? 
  • Have there been changes in your current or target customer? 
  • Has there been an introduction of new competitors? 
  • Have you experienced turnover in key employees? 
  • Are you contemplating selling the business? 
  • How is the performance of your business impacting your personal life?

These are but a few of the questions that need to be addressed as you revisit your business plan.

You likely have a vision for your business and your life after business. At WEALTHSTONE ADVISORS, we help you refine this vision. In doing so, the options and choices for what to do with your business naturally begin to refine themselves. Working with you, we will design a plan that seeks to achieve your best personal outcome. We anticipate financial, technical, and personal issues you may encounter as your business grows and transitions. Together, we will look at financial modeling regarding various scenarios, allowing you to see how decisions might actually come to fruition.

As you have built your business, you did not do so in isolation. We realize that there are likely a host of existing relationships, decisions, documents, and vantage points. If there are people you already know and trust, we look forward to working with them, side-by-side, and collaborating on your behalf.

And so we invite you to revisit your business plan. To walk with us. To walk with us to your financial future.


Wealthstone Advisors is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov/ and search for our firm name. This is for informational purposes only. Past performance is not indicative of future results, and no investment strategy or risk management technique can guarantee return or eliminate risk.