How will you know when it’s time to exit your business?

As a business owner, it’s easy to become so focused on growth that you overlook how much of your personal wealth is tied up in your business. Our free eBook, The Freedom Point, helps small and medium business owners understand when their business becomes their largest asset—and why that matters.

If your business now makes up the majority of your net worth, you may have reached what we call The Freedom Point: the moment when selling your business could fund your lifestyle for the rest of your life. But continuing to operate without diversifying your personal assets carries risks—especially in an unpredictable world.

In this practical and insightful guide, you’ll learn:

  • How to assess whether you’ve reached your Freedom Point
  • The financial and personal implications of staying in or stepping out of your business
  • Options for diversifying your wealth without walking away from the company you’ve built

Discover Your Freedom Point: A Must-Read eBook and Quiz for Business Owners

Want to know where you stand right now?

Take the Freedom Score, a 10-minute online quiz that evaluates your financial readiness to fund the next phase of your life after business. It calculates your personal Freedom Point—showing whether the sale of your company would support your desired lifestyle for the rest of your life. Discover how to reach financial independence, de-risk your future, and live worry-free in the next chapter.

Download the eBook and get your Freedom Score today—your next smart move starts here.

Next steps

Are you ready to look at your exit planning needs? We are here to help! Contact us today to get started.

You can also read our exit planning blogs: