A small business owner wants to enjoy his success and spend more time with his family. Chris's Story
As a small business owner, Chris had been in business for over 10 years. Despite his hard work, his business had been stuck at the same level for years. He was tired of not being able to enjoy time with his family and was looking for a creative solution that could help take his company to the next level.
Pain Points
NEED OF THE HOUR
Chris had invested a lot of time, effort, and money into his business. And although he was proud of its success, he found himself in a common situation: involved in every detail of the business, stagnating growth, and time away from what he cared about most: his family. Chris was looking for advice that would help him achieve his goals and help him grow his business the right way.
Goals and Objectives
ADDRESSING THE CHALLENGES
- Grow his small business in the right direction
- Acquire greater freedom and financial security to set his young family up for a burgeoning lifestyle
- Target towards succession and tax planning for both his personal and business goals
How TAG
Helped
OUR SOLUTION
The Advisor Guide offered consultative advice that helped Chris create a solid foundation for his business. We helped him craft strategies to grow and generate more revenue, attract bigger clientele, install growth capital, and build assets that helped him from a tax planning perspective. However, the real help that we provided was to give Chris peace of mind and freedom to enjoy time with his family. Through detailed retirement planning and financial advice that balanced his personal and business needs, The Advisor Guide was able to give Chris the ability to enjoy the lifestyle he deserved.
Outcome
PLAN FOR THE FUTURE
With the help of The Advisor Guide, Chris was able to head in the right direction, build a strong base, and have a clear idea of the next steps in order to achieve his objectives. Today, his business is well-positioned to attract larger clientele, and he can now focus his attention on growth and strategy while also enjoying the lifestyle that it affords.