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Helping business owners? Strategic planning? Value-added services? rginv.com
 

> Introduction

> Two Types of Planning

> Balancing Needs

> Decision Matrix

> Efficient Decisions

> Working with Advisors

> Superior Insights

> Financial Modeling

> Models

> How Clients use Modeling

> Components of a Model

> Personal Financial Models

>> Business Financial Models

> Evaluating Options

> Conclusion

Business Models

The Business Financial Model reflects the interrelationships between the business’ health and its impact on the owner’s financial security and estate. We use the business model to determine what alternatives the owner has for business transition, and to evaluate the impact that those alternatives will have on the owner.

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Business Financial Model

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