Business Owners

  • Boost profitability
  • Increase valuation
  • Spruce up financial record-keeping
  • Showcase company performance
  • 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 - it's free

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

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


Professional Advisors

Learn how to be an effective ownership transition planning team member by attending our 3-hour workshop

To learn how to be a comprehensive exit planning professional please visit www.justforadvisors.com.


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.”

process_chart_small.jpg

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