You likely have a vision for both your business and your life after business. WEALTHSTONE ADVISORS helps you refine this vision. In doing so, the options and choices for what to do with the business naturally begin to refine themselves. Working with you, together 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 work to fruition.
As you have built your business, you did not do so in isolation. We realize there are often a host of existing relationships, decisions, documents, and vantage points. If there are people you already know and trust, we look forward to becoming team members with them, working side-by-side, and collaborating on your behalf.
When it comes time to address business succession, we will provide you with a clear idea of the full market value of your business. Your team has a solid track record in providing mergers and acquisitions services, allowing your work to make a lasting impact, both in your personal life and in the impact of your company – solidifying your path.