FREEDOM OVER YOUR TIME

GET OUT OF THE OWNERS TRAP

PROVEN METHODS TO GROW YOUR COMPANY

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Imagine the perfect business, one that hums like a classic Ferrari, which gives you time to attend all your children’s sporting events, pursue your favorite hobby, and the financial freedom to take a 2-week vacation to Greece- knowing the business won’t miss a beat without you. Customers are lined up around the block to work with you; your hand-selected team takes care of the customer the way you would. Your employees will never leave you because they know you care about them personally and will stand by them through thick and thin.

That’s what we all want, right?


Is Your Business Totally Dependent On You?


  • Do you have a sellable business or a “lifestyle job”?

    Do you have a strategy to scale your business?

    Do you know how to grow your company with the least amount of risk?

    Do you want to increase the amount of recurring revenue streams flowing into your business?

    Which marketing messages give you the highest degree of differentiation from your competitors and are most meaningful to your customers?

  • Do you have a sellable business or a “lifestyle job”?

    Do you have a strategy to scale your business?

    Do you know how to grow your company with the least amount of risk?

    Do you want to increase the amount of recurring revenue streams flowing into your business?

    Which marketing messages give you the highest degree of differentiation from your competitors and are most meaningful to your customers?

Imagine the perfect business, one that hums like a classic Ferrari, which gives you time to attend all your children’s sporting event, pursue your favorite hobby, and the financial freedom to take a 2-week vacation to Greece- knowing the business won’t miss a beat without you. Customers are lined up around the block to work with you- your hand-selected team takes care of the customer the way you would. Your employees will never leave you because they know you care about them personally and will stand by them through thick and thin.

That’s what we all want, right?

  • The business cannot thrive unless you are there to run it.

    You are working too many hours and wearing too many hats.

    You don’t have a viable strategy to scale your business.

    You don’t know how to create recurring revenue streams that give you reliable cash flow.

  • You need to add additional training, systems or processes.

    You are obsessively focused on revenue and growth, instead of creating a valuable company that is “built to sell”.

    You don’t have a differentiated marketing strategy that creates clarity so your customers will listen.

 

Are you a Proud Parent or Strategic Seller?


Proud Parents


Your business is your baby. You are most proud of the company you have built and will continue to grow the business for 10+ years. You believe in the philosophy of “continuous improvement” and want to be a better entrepreneur.  

  • Motivated by financial freedom
  • You are committed to working strategically on the business.
  • You think proactively, and want to “scale the sale.”

Strategic Sellers


Finally, it’s time to be paid for the years and years of sweat equity. You are starting to seriously consider your exit strategy and selling your business for maximum value is a key component of your retirement lifestyle. You see the end of the runway and it’s less than 10 years from today. 

  • You want to position the company for maximum value
  • Gain clarity on how to exit most effectively
  • Figure out your number
  • Find another passion for the next stage of your life

Not Quite Ready to Sell?

Optimize your business into a sellable asset, significantly increasing its market valuation by engaging our proprietary planning process.

Is Your Business Positioned for Maximum Value?

Take our Assessment and Get Your Score. Businesses that have a score over 80, receive offers that are 71% higher!

How would your life change if you could structure your business to thrive without you?

Would you have more time freedom? Could you spend more time with your family? Could you take more vacations?

What Makes Us So Different?

SET Advisory Group is an innovative team of experienced professionals who bring specialized knowledge to business owners. Our process involves designing and positioning your business for maximum value. The result allows you to one day sell your business for a significant multiple of pre-tax profit. In order to design a business that will sell for maximum value, you have to know how strategic buyers evaluate 8 key drivers of business value. Do you know where the opportunities are to increase the value of your company? First, get your Value Builder Score.

SPEAK TO AN EXPERT >

Phase 1

SPEAK TO AN EXPERT to see whether you should take the PREscore assessment or get your Value Builder Score first. Book a Vision Quest call so we can learn more about your current motivations.

Phase 2

A Free Consultation to discuss your results of the PreScore or Value Builder Assessment. We’ll dive deep into your Business Model, and your current challenges.

Phase 3

Explain the scope of the Value Builder Engagement, the time commitment, pricing, and how to get started. At the end of the third call, we’ll both decide if we’re ready to engage in a journey to build strategic value in your company.

What our customers are saying…


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The Freedom Point: A Financial Planning Guide for Business Owners


As business owners, you typically face two difficult choices: when to sell your business and at what price. Selling your business may seem far off into the future, but if exiting your business now would give you the financial resources to do whatever you want, it may be worth considering sooner than feels natural.

This eBook offers a simple methodology you can apply to reach financial independence – what we call The Freedom Point. You may be closer to a carefree life than you think.


DOWNLOAD YOUR FREE COPY

You’ve Built An Amazing Business… Now What?


As an owner, you’re ready for almost anything. But recent data shows that even the most affluent and successful founders struggle with one common problem: the regret of how they handled leaving their company.

Are you ready to take the next step?


Get Your PREScore ™

Get In Touch

LEARN HOW TO INCREASE THE VALUE
OF YOUR BUSINESS!