True Wealth Is Family
Meet Our Founder, CEO, and Best-Selling Author
The Visionary Behind The Circle of Wealth Companies
True Wealth Is Family
Meet Our Founder, CEO, and Best-Selling Author
The Visionary Behind The Circle of Wealth Companies
Our mission is centered on empowering business owners, individuals, and families, driving growth in business, finance, knowledge, and human capital. By closely aligning with our clients and stakeholders, we are committed to leveraging capitalism to uplift families, employees, clients, colleagues, and communities.
Statistics show that 80% of businesses that go to market don’t complete a transaction. For those that choose succession without an external transaction, 70% don’t survive the transition to the second generation. Meanwhile, in pursuit of some form of exit or transition, countless entrepreneurs forfeit precious time, runway and financial resources, most of which is irrecoverable. We believe that a false start to the journey is the leading indicator of undesirable outcomes.
We’ve created a pre-engagement process to help entrepreneurs clarify and document their known priorities, alongside the areas that are murky in terms of facts, figures, and relationships. The purpose of this pre-engagement process is threefold:
1. Ensure you know what problem you’re seeking to solve
2. Guide you to assemble a right-fit team, both technically and relationally, and to do so intentionally and proactively
3. Establish embedded checkpoints at which everyone rallies to gut check progress
Let Us Be of Service. Reserve Your Complimentary Executive Briefing Today.
Explore The Journey of An Entrepreneur's Business Succession.
Review the digital book here.
In the pages of my new collaborative book, "Healthcare's C-Suite Solution," I delve into how C-Suite executives can escape the healthcare trap and recapture company profits. The goal is to offer my readers a comprehensive understanding and empower them with proven strategies to uncover obfuscation in their health insurance plans and control costs while enhancing healthcare quality and enterprise value.
The Five Stages of Value Maturity is one of the core concepts of the Value Acceleration Methodologies we implement for businesses. In its simplest form, it shows the five stages a business owner must take to successfully grow and harvest the value in their company.
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