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Parallel Paths to Success

Your ultimate guide in retirement planning

There are hundreds of potential actions you might take to increase your business value and financial freedom. By creating a comprehensive plan that aligns with your personal mission, business value, and family wealth, you can increase your odds of success. Check out these easy-to-use assessments* to get a handle on where you are and how to achieve your unique goals.

Are You Ready to Exit Your Business?

But are you ready? Research shows that even the most affluent and successful founders struggle with a common problem: they regret how they exited their company.

Rate My Readiness

Learn Your Company’s Real Value

The Value Builder Score is a system designed to assess and improve your business's "sellability" and help you understand the 8 Key Drivers of business value.

Understand my Business Value

Your Freedom Score: When Does Work Become Optional?

Take 10 minutes to evaluate your financial readiness to fund the next phase of your life after exiting your business. Estimate how much you’ll need, and when you can expect to exit.

Find My Freedom Point

*You will be leaving Wealth Enhancement and redirected to our trusted platform provider, Value Builder.
Questions? Please 
contact the Wealth Enhancement team.