Business Owners

  • Boost profitability
  • Increase valuation
  • Plan for your next big adventure

Even if your total or partial departure is decades away, find out now how your business stacks up by checking your company performance.

The value of your business to buyers and their bankers and investors is based on growth potential, profitability, and the risk associated with  achieving that level of profitability going forward

Learn more about our process, our people, and our results.

Ownership Management Transition Value Enhancement


Thank you Joan and the Team at Business Wealth Solutions for helping us grow and protect our company for the benefit of our families, employees and customers.”












Our Process is Holistic

What we do: Consult
  • Prepare owner
  • Prepare business
  • Maximize value
  • Design ownership change
  • Orchestrate the process
  • Move the process forward
We don't sell anything but consulting.
We don't sell:
  • Businesses
  • Investments
  • Insurance
  • Asset management
  • Financial planning
  • Software

Value Opportunity Profile - CertifiedPractitioner