PLANS2LIFT
Preparing Legacy Assets & Next Steps to Leverage Investments for Financial Transition
Your Path to Building Wealth and Planning a Strategic Exit:
As The Wealth Growth Mentor, my goal is to guide healthcare entrepreneurs like you in creating a strategic plan to set your business up for a successful exit and build long-term wealth. PLANS2LIFT is your curated roadmap, designed to help you achieve your exit goals and ensure you're maximizing your financial future.
The journey begins with establishing a clear, actionable 5-year goal using the 5-Year Destination Plan, a detailed framework that clarifies where you want your business to be, both financially and operationally, in the next five years. From there, we'll focus on increasing profits and creating passive income, whether through real estate investing, business expansion, or franchising options.
You can select the option that fits your needs:
1. On-Demand Training: If you're looking for flexibility, the on-demand option allows you to work through the content at your own pace. It covers business valuation, goal setting, asset protection, and passive income strategies—all the essentials to prepare for your next step.
2. Premium Package: On-Demand + 1-on-1 Coaching: For those who want more personalized guidance, the premium package combines the on-demand training with one-on-one coaching sessions. This option gives you a tailored approach to navigating your exit and wealth-building strategy. The premium package requires an application to ensure it's the right fit for your specific needs.
No matter which option you choose, PLANS2LIFT provides you with the clarity and confidence you need to take control of your business’s future, so you can create lasting wealth and a strategic exit plan that works for you.
On-Demand Training
Gain access to self-paced modules designed to equip you with everything you need for a successful exit and future income planning
5-Year Destination Goal-Setting Workbook:
This training walks you through creating your personalized 5-year goal-setting plan. You’ll learn how to outline clear, actionable steps that align your business and personal goals, setting you up for a successful exit and financial future.
Revenue Growth
Learn how to boost your business revenue through proven strategies for growth. Whether you’re preparing for expansion, franchising, or positioning your company for sale, this training provides you with the techniques to increase profitability and market value.
Asset Protection Strategies
In this course, you’ll explore strategies to protect both your personal and business assets as you prepare for your exit. From legal structures to insurance, you’ll gain the tools to ensure your wealth is secure through every phase of your transition.
Business Valuation
Learn how to assess the true value of your business. This module covers the essential steps to accurately value your company, helping you understand its worth and identify opportunities to enhance it, whether for sale or expansion.
Develop Passive Income:
This module guides you through the process of generating passive income streams that align with your financial goals. You’ll explore real estate investing (REI) and other methods to create sustainable, long-term income that supports your financial independence after exiting your business
Premium Mentoring
For those looking for personalized support, this option includes everything in the on-demand training plus 1-on-1 coaching sessions. Work directly with me to tailor your exit strategy, optimize your financial transition, and enhance your business for future success. This package requires an application to ensure it’s the right fit and offers a more in-depth, hands-on approach.
For entrepreneurs seeking more than just training, the Premier Mentoring Option offers a tailored, hands-on approach to navigating your business exit and building sustainable wealth. This exclusive program combines everything from the on-demand training with personalized 1-on-1 coaching sessions designed to meet your unique needs.
Working directly with me, you'll receive customized strategies for increasing business value, protecting your assets, and generating passive income—all aligned with your long-term goals. Whether you're preparing to sell, expand, or secure your financial legacy, this option provides the deep, individualized support to ensure you make the best decisions for your future.
If you're ready to take your exit planning to the next level and want expert guidance every step of the way, complete the brief application to schedule a call. Together, we’ll assess whether this premier option is the perfect fit for your needs and goals.