True Wealth Is Family
Our mission is to empower business owners, individuals, and families, promoting growth in business, financial, intellectual, and human capital. Aligned with our clients and stakeholders, we're committed to utilizing capitalism to uplift families, employees, clients, colleagues, and communities.
In alignment with the Conscious Capitalism credo, we believe business is a force for good, creating value through ethical, voluntary exchange. We see it as a noble endeavor, elevating existence, and a heroic force lifting people out of poverty to create prosperity." As a conscious business enterprise, our higher purpose unites and integrates the interests of all our stakeholders.
Discover our specialized methodologies such as Business Value Acceleration, Enterprise Value Assessment, De-Risking Action Plan, and Strategic Benefits Planning.
These four specialized approaches, assist business owners and their executive teams in recognizing and addressing potential areas of risk within their companies. Widely acknowledged, these methodologies have proven effective in helping business owners establish scalable, profitable, and valuable entities, enhancing value across the business, personal, and post-business aspects.
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In the pages of my new collaborative book, "Healthcare's C-Suite Solution," I delve into how C-Suite executives can escape the healthcare trap and recapture company profits. The goal is to offer my readers a comprehensive understanding and empower them with proven strategies to uncover obfuscation in their health insurance plans and control costs while enhancing healthcare quality and enterprise value.
The Five Stages of Value Maturity is one of the core concepts of the Value Acceleration Methodologies we implement for businesses. In its simplest form, it shows the five stages a business owner must take to successfully grow and harvest the value in their company.
The potency of intangible capital is a crucial factor influencing business value. Businesses boasting strong intangibles, such as a robust brand, exceptional customer relationships, and a high-performing management team, tend to command higher earnings and , consequently, achive a higher overall business value.
As CEO of the Circle of Wealth Companies since 2005, my passion lies in empowering families. I firmly believe that their success not only fortifies the family unit but also uplifts the communities surrounding them.
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