Building a Foundation for Freedom and Confidence
A clear path to your next chapter.
As a founder, you’ve nurtured your business, poured your energy into its growth, and built your legacy. Now, approaching your next chapter, the questions begin: What is my business truly worth? How do I ensure my family’s financial security? What’s next for me personally?
At Freedom Financial Partners, we provide the clarity you need to move forward with confidence. Our reality-based assessment looks at where you are today, identifies gaps, and creates a roadmap to ensure you’re prepared for life beyond the sale.
Freedom Financial Partners is the partner you’ve been looking for. We’re the expert you need in your corner, with fee structures designed to meet you where you’re at.
We walk business owners through:
Business Valuation & Value Gap Analysis
- What is my business actually worth?
- How do I close the gap between today’s value and what I want in the future?
- Start your valuation now
Executive Benefits
- What are executive benefits and how do they help me?
- Which benefits should I offer to attract & retain top talent?
- What are some of the more common benefits offered?
Business Planning
- Do I have the proper cash flow between personal and business finances?
- How do I handle exit planning for my business?
- Is my business protected if something goes wrong?
Exit Planning
- Will I be able to exit and retire when I want to?
- What needs to be in place to ensure a successful exit?
- What about my team?
Corporate Retirement Plans
- Do I have the right retirement plan for my business?
- Are my investments and expenses where they should be?
- Are my employees getting the information they need for retirement?
Business Insurance
- Am I covered if something goes wrong?
- Should I supplement my existing insurance coverage?
- What happens to health benefits in retirement?
We also provide comprehensive services for individuals.
Let us solve the problems and address the questions all business owners face:
What’s my business worth?
How do I maximize the value of my organization?
How can I close the gap between its value today and what I want it to be?
Am I on the right track to enjoy my future retirement?
Can I exit successfully?
Will my employees be OK?
Bridging The Value Gap
If there is a disconnect between the future you want and the assets you have in place to make that future a reality, you have a Value Gap.
At Freedom Financial Partners, we use a three-step process to address the Value Gap:
Identifying the Value Gap
Developing a Plan for closing the Value Gap
Implementing the Plan together
What’s your business worth?
We believe in beginning with the end in mind. Too often, succession and exit planning, along with business valuation, are afterthoughts for business owners. Because no one is asking them the right questions early on or guiding them in thinking about their future goals and needs, they arrive at these stages in their business unprepared. At Freedom Financial Partners, we take a forward-thinking approach to business financial planning, ensuring that each of the owners we work with create their future with intention.
Corporate retirement plan options designed to help you recruit and retain quality employees – and help them achieve a successful retirement.
Partnering with Freedom Financial Partners gives you a knowledgeable team to help create a customized plan that matches the needs of your business and helps manage your day-to-day administration.
“We appreciate the guidance and support you have afforded us over the years. Although there are many financial service options available, your commitment to service distinguishes Freedom Financial from the competition. We look forward to working with you for years to come.”
Testimonials presented by individuals may not be representative of the sentiments of other clients of Freedom Financial Partners, and we encourage you to independently evaluate our firm based on additional criteria that you deem appropriate.
Navigating the intersection of financial and emotional challenges.
At Freedom Financial Partners, we address both the financial and emotional sides of this next transition. From understanding the real impact of taxes and fees to planning for life after the sale, our team brings clarity to the process and alignment to your goals.
With us by your side, you’ll not only grow the business to achieve a great exit—
you’ll build the freedom to live the life you want beyond the sale.
