Wednesday, April 1, 2020
(713) 984-8044
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Tele: (713) 984-8044
Fax: (713) 984-8048
4801 Woodway Drive, Suite 305W
Houston, TX 77056

Route to Wealth™ Process: In-Depth Company Transition Consulting Minimize

Create a Sellable Company

You may not be ready to sell your company today, but why not take a minute and take our “Are you ready” assessment so you can gauge your level of readiness. By going through our Route to Wealth™ Process, you’ll have the tools in place to be ready to sell when the time is right.

You are the expert when it comes to running your business. We’re here to help you make your business more attractive from the perspective of a potential buyer. To develop the scope of work, we want to know:

Where you want to be in 3 years

Identify strengths and opportunities that you and your management team have today

Extinguish dangers that you may be facing

Explore priorities for the team

We'll look at:

  • Your business plan.
  • Your revenue mix: the composition of your client mix and how it contributes to the health of your firm.
  • Profitability: Are all of your clients profitable? Are there areas for improvement?
  • Your financials: We'll work with your CPA or CFO to make sure you have the right data to stand up to a due diligence process. You may want to consider using Profit Picture™ to help you visualize your financial data.
  • Focus on the ultimate goal: We help you keep your eye on the goal of living comfortably in retirement while maintaining your current lifestyle. In other words, keeping more of what you’ve earned to this point.
Securities and investment advisory services offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser
A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only solicit, offer and sell securities and/or investment advisory services in a particular state after satisfying the licensing and qualification requirements of that state. 
States require Broker/Dealers, Registered Investment Advisers and their licensed representatives to disclose to individuals the states in which they are licensed to conduct business and to limit access to financial products and services offered by them to only those individuals in those states. 
World Equity Group, Inc. is licensed to conduct securities and investment advisory business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands.

This is not a CPA firm.
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