Personal Readiness Evaluation

As a visionary business owner, you’ve built a thriving enterprise from the ground up. But have you thought about what lies ahead?  Do you know how to protect what you’ve created?

At Legacy Path Advising, we specialize in helping entrepreneurs like you navigate the complexities of business succession, wealth management, and legacy planning so you can focus on what you do best.

Whether you’re just starting out or have been in business for decades, it’s never too early—or too late—to plan for the future.  Exit planning is a process to uncover the risks in your business, build value, and make sure your business trajectory supports your personal goals and expectations.

Sign up now to receive our free personal readiness tool. This tool is designed to provoke thought and spark insights into your personal readiness and create awareness regarding the crucial considerations every business owner must face.

Take control of your future today and ensure a prosperous tomorrow for yourself, your business, and your loved ones.