C.A.S.E.® - Comprehensive Advisory Services for Entrepreneurs®
One of our firm's areas of focus is the often overlooked area of planning for business owners. The business owners who hire us typically tell us:
"My main asset is a privately-held business. I have lots of advisors, but I'm looking for a comprehensive approach to transition my business and pass my wealth to the next generation. My current advisors are good at their specialties but don't really understand my objectives in the big picture."
C.A.S.E.® is the main platform for our services to family-owned companies and is primarily designed to answer the following questions:
How much is my business worth?
How quickly is it growing in value?
What is the risk of my business as an investment?
What return am I getting on my business as an investment?
Should I put more capital into my business?
How much capital will it take to grow at my projected rate?
When is the business value at the top?
How efficiently am I managing my working capital?
Should I pay down debt or take on more?
What investments should I make outside of the business?
Do my other investments make sense when my business is considered?
Can I reduce the risk of my business and still meet my objectives?
Am I properly insured given my objectives?
Can I continue to spend at my current rate without depleting my wealth?
How much can I afford to give away?
For more information, see our C.A.S.E.® Studies.