The Freedom Point: A Financial Planning Guide for Business Owners

Your business owner clients will face two difficult choices: when to sell their business and for how much. This eBook offers a simple methodology you can walk business owners through to help them reach financial independence – what we call the Freedom Point.

In this whitepaper, you’ll discover:

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How to calculate any business owner's Freedom Point.

How to determine if an owner is passed their Freedom Point. 

3 financial options business owners will face once they've reached the Freedom Point.

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Our cloud-based practice management software helps business advisors automate their processes to win and keep the best clients. Our platform includes tools that enable you to attract, qualify, convert and advise business owners on building the value of their company. 

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