Page 8 - Designing Your Dreams - Marissa
P. 8
The Three Business Phases
Phase 3: Achieving Freedom • Exit Strategies & Succession
• Business Valuation- Know Your Worth
• Built to Sell or Built for Legacy?
• Legacy Planning
• Questions to Consider
• What’s Next?
Phase 2: Protection & Prosperity • Predators – Taxes & Inflation
• Pitfalls – Protection From the Unknown
• Positioning Profits – 3 Buckets
• Key Players – Difference Makers • Questions to Consider
Phase 1: Big Challenges & Big Opportunities • Goals: Begin With The End In Mind
• Business Structure
• Pitfalls & Predators – Structured Agreements
• The Big 5
• Building a Team
• Questions to Consider
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