The futures of a business and its owners are mutually dependent on each other, even though sometimes the two can feel at odds. We help resolve complicated planning challenges by delivering valuable investment and strategic insight into business creation, growth, and ultimately, exits that align with the personal goals of their owners. Our specialists position businesses to fuel their owners’ Private Vistas.
Todd built a successful construction company from the ground up. Along the way, he started selling construction equipment to those same clients. The construction business, while profitable, brought high liability and long hours. The equipment side of the business, though, had low liability and reasonable hours.
Private Vista advisors reviewed Todd’s resources and explored the vision for the life he wanted. Todd’s Private Vista became clear: Collect the fees from the construction business and close it down, continue selling the equipment, and spend the extra well-earned time in the North Woods with his grandchildren.