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Business Advocates

 
 

How Close Are You To Your FREEDOM POINT?

Your business FREEDOM POINT is when you have built a business that can thrive without you. This gives you the option to continue to run the business with a better lifestyle, hire someone to run the business giving you a passive income stream, or to sell the business to the highest bidder and pursue other passions.

 

Value My Business

Article - 4 Drivers of a Satisfying Exit

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98% privately held business owners don't know what their business is worth. (1)

78% plan to fund their retirement with the sale of the business (2)

75% of business owners regret their exit one year after leaving (3).

5% are actually happy with their net proceeds from selling (3).

 

(1) IBIS World, 2014
(2) FPA / CNBC Business Owner Success Planning Survey, 2015
(3) Source - The 2013 State of Owner Readiness, The Exit Planning Institute

 

Office

7263 Sawmill Rd. STE 150
Dublin OH 43016

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Contact Info

P: 614-602-6506
F: 614-259-6094
E: info@myardpc.com

     

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Advisory services offered through ARD Advisory Services, LLC a Registered Investment Adviser.

Insurance products and serivces offered through ARD Insurance Services and their licensed insurance agents. 

Impact planning / ARD Private Client / ARD Business Advocates are service offerings of Advanced Retirement Design, LLC.

Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame design) in the US., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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