Resources
Resources for the questions before and after ownership.
Decide whether buying a business fits your life, learn what to prepare and explore the financial goal behind ownership.
Start here · Free guide
The free playbook to help you decide if buying a business is right for you.
Create a one-page starting plan. Work through the life you want ownership to support, the experience you bring, the kind of company that fits, the money questions you need answered and your next action.
Get my free playbookFreedom Point
What would financial freedom need to look like for you?
Your Freedom Point connects the life you want to the money needed to support it. The assessment explores how a future sale of a business you own could contribute to that goal.
Start with the income your life needs and the resources you have. The tool helps you examine the gap, giving the idea of freedom a financial target to discuss with your advisers.
Calculate your Freedom Point ↗Value Builder
Understand what makes a business valuable.
A company’s value depends on more than this year’s profit. Customer relationships, growth, reliable revenue and how well the business runs without its owner all matter.
The Value Builder assessment looks at a company you own. Use it to examine those value drivers and find areas that deserve attention. As a future buyer, these are also useful questions to learn before reviewing a business.
Explore Value Builder ↗