[fname], in the last email I talked about taking the BERI survey and if you scored High on Financial readiness and Low on Mental readiness, you are what we call a Well Off & chooses to Work business 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 Low on Financial Readiness and LOW on Mental readiness.


If you score Low on Financial readiness and Low on Mental readiness, you are what we call a Stay and Grow owner.  You can read more about this type of owner in my report starting on page 5.


Most of their wealth is tied to their business, and the business pays for most of their lifestyle. Without the business, these owners would be without a means to engage their mind and without a source of income to pay personal bills.

Many business owners fall into this category and forgo doing any exit strategy planning, but rather focus on business building strategies and planning. This is a mistake, as all owners will exit their businesses, and having an exit strategy plan will increase the focus on what is happening with their business building plans. These owners have most of their wealth trapped in the business. Although that wealth may still be growing, an exit strategy plan for realizing that wealth is essential.


Is This You?  Are you a
"Stay And Grow"
Type of Business Owner?


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


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:


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)



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.