Charles S. Wilson, CPA/CFF, CGMA, CBEC | CERTIFIED BUSINESS EXIT CONSULTANT | 281-993-4530 | charlie@wilsonaccounting.net
         

[fname], in the last email I talked about taking the BERI survey and if you scored High on Financial readiness and High on Mental readiness, you are what we call a Rich & Ready to Go owner.

 

If you want to learn more about this type of owner, go to page 4 in my free report.  Today I'm going to go over what type of owner you are if you score HIGH on Financial Readiness and LOW on Mental readiness.

 

If you score High on Financial readiness and Low on Mental readiness, you are what we call a Well Off But Chooses To Work owner.  You can read more about this type of owner in my report starting on page 5.

 

This type of existing owner is quite common. These business owners have been rather diligent and saving for the future and have an eye towards retirement, but are not mentally ready to exit the business. There may be some pressure from home and spend more time with the family. In addition, there may be health issues causing them to begin to consider their own mortality.

 

Is This You?  Are you a
"Well Off But Chooses To Work"
Type of Business Owner?

 

To find out you can click on the link below & take the BERI survey:

http://www.charleswilsoncpa.com/beri-survey.html

 

As you can see in the link, the BERI survey is short for Business Exit Readiness Index.  The survey is private & confidential and will produce a short report that I'll send back to your after you take it.

 

And again if you want to learn more about the 6-Step Exit Process, I recently held a webinar on the subject and went in depth on each step.  You're welcome to WATCH the video webinar REPLAY at the link below:

http://www.charleswilsoncpa.com/exit-plan-webinar-replay.html

 

As always if you need some advice, you're welcome to email me of call me here at the office at 281-993-4530.

 

Regards, Charlie

 

Charles Wilson, CPA/CFF, CGMA, CBEC

Charles Wilson, LLC

307 S. Friendswood Dr, Ste B-2
Friendswood, TX 77546
281-993-4530 (O)
866-567-3975 (F)
charlie@wilsonaccounting.net

   
         
         

         

Charles Wilson, CPA/CFF, CGMA, CBEC is a Certified Business Exit Consultant and is affiliated with Pinnacle Equity Solutions, Inc., an Exit Strategies Training and Solutions company.  Parts of the content in this email are taken from previous Pinnacle Equity Solutions, Inc's. newsletter library and website in accordance with Charles Wilson's certification in Pinnacle's Certification and Membership Program. All Copyrights are the properties of Pinnacle Equity Solutions, Inc. and Charles Wilson, LLC and their respective owners.