Why Agile Wealth Partners?
All firms are not created equal... we set out to help you counter the statistics below.
All firms are not created equal... we set out to help you counter the statistics below.
- 80% of business owner's assets are tied up in their business, no liquidity.
- 75% of owners believe they can sell their business in a year or less, it takes 3.
- 58% have never had their business formally appraised, how do you know the value?
- 48% are without any pre-planned exit strategy, strategies need time.
Independent FiduciaryWe've created an environment that allows us to find the best solutions and provide the best advice and we are legally bound to work in your best interest, yes we signed up for this!
Robust Professional NetworkSubstantial connections to carry out each area of your exit plan, working as a collaborative coordinator and wealth planner to tie everything together. Long-term trustworthy relationships to assure quality.
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Team BasedWe have made a commitment to Partner with a select group of clients and the entire team assists them on a comprehensive basis by providing Boutique Family Wealth services.
Advanced ExpertiseOur experience, expertise and diverse specialties allow us to bring institutional services to our clients which enhances our ability to offer advanced exit plan strategies.
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How do you create a win-win transition?
Our experience has shown, the way to go about find your exit number is to do personal wealth planning.
- Reverse engineering your exit plan liquidity event allows you to craft an exit that fulfills your needs.
- Knowing the range of possible outcomes gives flexibility for increased chances of a successful liquidity event.
- Taking this approach allows all parties to be on board and creative advanced strategies to be used.
- Understanding it's what is left after time value of money and taxes is more important than purchase price.
- Having a team in place during this and or after to tie in your personal wealth is the key.
Boutique Business Wealth Services:
Fee based advisor's partnering with business owners transitioning to their next stage of life.
Fee based advisor's partnering with business owners transitioning to their next stage of life.
Health Wellness Planning
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Financial Organization
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Investment Management
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Our Agile planning approach:
What services are a priority for you and what is the process?
Everyone's needs and situations are different; there are no two clients alike. So we treat you as a unique individual: we listen, we analyze, then together we create simple, clearly defined solutions tailored to your specific needs, so that you too can become financially independent.
Agile Planning is a proprietary collaborative process that breaks down your plan into manageable steps that are continuously updated and monitored. This creates a proactive, flexible, highly communicative environment that allows us to focus on your priorities and puts you in position to be better off when unexpected events and issues arise throughout your journey.
Service: Agile Business Strategist
Price: Up to $5,000 per month (Customized plans available based on business needs and complexity) OR as
% of business sales: 4-12%.
Description:
Secure your business's future and maximize its value with our Agile Business Strategist. This comprehensive service connects you with a seasoned team of financial experts who serve as your dedicated advisors, providing insightful perspectives and strategic solutions to navigate the complexities of the modern business landscape.
What you get:
Benefits:
Who is this service for?
Ready to unlock your business's full potential? Contact us today for a free consultation.
What services are a priority for you and what is the process?
Everyone's needs and situations are different; there are no two clients alike. So we treat you as a unique individual: we listen, we analyze, then together we create simple, clearly defined solutions tailored to your specific needs, so that you too can become financially independent.
Agile Planning is a proprietary collaborative process that breaks down your plan into manageable steps that are continuously updated and monitored. This creates a proactive, flexible, highly communicative environment that allows us to focus on your priorities and puts you in position to be better off when unexpected events and issues arise throughout your journey.
Service: Agile Business Strategist
Price: Up to $5,000 per month (Customized plans available based on business needs and complexity) OR as
% of business sales: 4-12%.
Description:
Secure your business's future and maximize its value with our Agile Business Strategist. This comprehensive service connects you with a seasoned team of financial experts who serve as your dedicated advisors, providing insightful perspectives and strategic solutions to navigate the complexities of the modern business landscape.
What you get:
- Macroeconomic Planning: Anticipate market shifts and capitalize on emerging opportunities with comprehensive economic forecasting and trend analysis.
- Strategic Solutions: Develop and execute winning strategies with expert advice on market positioning, competitive analysis, and growth initiatives.
- M&A Guidance: Explore potential mergers and acquisitions with confidence. We'll help you identify targets, conduct due diligence, and navigate the intricacies of deal structuring and negotiation.
- Liquidity Optimization: Maximize your financial flexibility and ensure long-term stability with proactive liquidity planning and forecasting.
- Strategic Tax Planning: Minimize your tax liabilities and optimize your tax efficiency with proactive tax strategies tailored to your business structure and goals.
- Estate and Legacy Planning: Preserve your wealth and ensure a smooth transition for your business with comprehensive estate and legacy planning solutions.
- Personalized Wealth Insights: Receive regular reports, customized analyses, and proactive recommendations to drive informed decision-making concerning your personal wealth.
- Ongoing Support: Enjoy direct access to your Agile Business Strategist via phone, email, and video conferencing for continuous support and guidance.
Benefits:
- Strategic Clarity: Gain a clear understanding of your business landscape and identify key opportunities for growth.
- Enhanced Decision Making: Make informed strategic choices based on data-driven insights and expert recommendations.
- Improved Profitability: Optimize your financial performance with proactive planning and strategic guidance.
- Reduced Risk: Mitigate potential risks and navigate challenges with confidence.
- Tax Efficiency: Minimize your tax burden and maximize your after-tax returns.
- Secure Legacy: Protect your assets and ensure a smooth transition for your business and loved ones.
- Accelerated Growth: Achieve your business goals faster with a dedicated financial strategist by your side.
Who is this service for?
- Business owners and executives seeking to optimize their strategic direction and drive sustainable growth.
- Companies considering mergers, acquisitions, or other strategic transactions.
- Organizations looking to navigate complex economic environments and capitalize on emerging opportunities.
- Business owners seeking to minimize their tax liabilities and plan for the future of their business and personal assets.
Ready to unlock your business's full potential? Contact us today for a free consultation.
Take the First Step...
Trustworthy established partners and service providers we rely on for the best client experience:
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Investment advisory services performed by Agile Wealth LLC. a registered investment adviser in the state of Michigan. The adviser may transact
business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are
not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are
not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
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