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Successful professionals and entrepreneurs require an industry leader with a proven record of success. We help them achieve their goals through targeted planning that is collaborative in nature, and based in experience.
After the “survival stage” and the “My business owns me” stage, entrepreneurs that truly built something that can stand the test of time recognize years, even decades have gone by. A good portion, if not all of their resources (time, talent and treasure) have been poured into their passion to make it all work. At a certain point, business owners realize that what got them “here”, won’t get them “there”, and time becomes their most precious commodity. Our clients realize that there is a need to make up for lost time and organize their efforts to ensure they will
Win the Game of Life, not just have a successful business.
ArisGarde has worked with countless successful professionals and entrepreneurs to help them manage their planning.
Businesses can create immense wealth for generations to come but most business owners are
confused about how to maximize their ability to translate this into personal wealth. In fact,
when our clients come to us, they often believe the confusion they are dealing with is
compromising their chances at a fulfilling future.
Part of their challenge is the blurred lines between the pocketbook of the company and their
own economics. Most entrepreneurs realize that their business can be a catalyst to create
personal wealth, however, fail to fully understand all that is available to them because the type of advice they receive is one dimensional.
ArisGarde provides the right advice and eliminates confusion that often surrounds the process. Once this confusion is mitigated, the chances at creating personal wealth for generations greatly increases. Our firm coordinates with exceptional professionals in the legal, tax and financial world to maximize the chances of achieving financial independence.
Keeping the right people on the bus is everything, as people are often the most important asset to a company. Simply put, retention is vital to the going concern of any successful enterprise. Good help is hard to find, and harder to keep. Our clients know that in order to ensure their best and brightest stay, words only go so far and action needs to be taken to ensure everyone wins and the company can continue to thrive in a competitive marketplace.
If there is more than one owner, or a generational family business, things don’t just get
personal, they are personal. No other dynamic exists anywhere. The conversations unspoken are the ones that need to happen the most. Partnerships eventually end, either by choice or
uncontrollable circumstances. Owners retire, get disabled, die, fall into disagreement and want a divorce from their company, and everyone feels they are right. Business owners know the stakes are high, and one wrong step could jeopardize a lifetime of work and relationships.
Such complexities can also be found with single owner businesses and are often equally as
dynamic. When there is one owner in the company, the challenge becomes how to monetize the business if they desire an exit, or one day ensure a successful transition to future
management or their existing employees. If there is more than one owner, the challenge now
becomes how to balance different personal goals, objectives and egos.
Furthermore, in a closely held business, passing the proverbial “torch” to your family or next
generation of ownership is a daunting task, with many stakeholders depending on a successful transition of the reigns. Such decisions are not to be taken lightly, as it ultimately involves the growth and wealth of your business.
Business matters of any kind are complex, but planning to retain top talent or for succession is even more so. ArisGarde works with business owners across a variety of industries and knows that successful planning requires an individual, dynamic, approach.
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