|Charles S. Wilson, CPA/CFF, CGMA, CBEC | CERTIFIED BUSINESS EXIT CONSULTANT | 281-993-4530 | firstname.lastname@example.org|
[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.
Is This You? Are you a
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.
Charles Wilson, CPA/CFF, CGMA, CBEC
Charles Wilson, LLC
307 S. Friendswood Dr, Ste B-2
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.