Who is the best client for the Stage 2 Solution?
Stage 2 Solutions specializes in the unique needs and situations of people who own private businesses. Typically, the business is a major components of the assets and wealth of business owners. Further, business owners often have their business and personal lives so completely entwined that it is difficult to separate personal financial planning from the business's profitability and outlook. At Stage 2 Solutions, we believe that it is essential to understand the owner's desired relationship to the business so we can advise how to get there.
Any business owner?
Any business owner can benefit from starting to think about the business cycle. However, the business owners who benefit the most from our tools and techniques are those in Stage 2. No longer in the heady start-up days of high growth in Stage 1, the business owners in Stage 2 are concerned about streamlining process, defining roles and building value. The owners of Stage 3 businesses are focusing on asset protection and wealth transfer.
How do I know the Objective Review will fit my client's needs?
We can’t promise the Objective Review will provide answers to every question. However, we have a proven system that has provided extraordinary results for other business owners. Many clients tell us that the most valuable service we have offered is the initial consultation using our Objective Review questionnaire.
What expertise do you have in doing this process?
We have had extensive training in working with private business owners. We have an organization staffed by experts that provides support which helps us analyze your client's situation to identify the solutions that help your client achieve the desired goals and objectives.
No one can know everything. How do you arrive at the “right” outcome?
We don’t try to be an expert in everything. We will find the appropriate experts for any of the strategic areas we analyze. Often we play the role of “general contractor” and will work with you to get the outcome you want through our network of advisors from around the country.
What if I’m unhappy with the outcome?
Our work is always guaranteed. You can stop the process at any time you want. We will gladly refund any money as long as you provide a reasonable explanation for your disappointment in the process.
How much time does this process take from beginning to end?
We have completed an Objective Review in as little as three weeks. Our normal time from the beginning of our engagement to the end is usually about eight to ten weeks. We find this time frame works well for our clients and helps us deliver a high quality experience.
Is this a come on to sell us some other products?
Our advisors come from many different disciplines. Some are attorneys, while others are CPAs and financial advisors. Often times we are licensed to provide other services or products for our clients. If the obvious answer to your needs is a service where we have expertise, we may suggest that you utilize our services. Of course, there is no obligation on your part to do so. If we make a suggestion that is outside our expertise, we will recommend a highly competent provider who can help you implement that portion of your planning.