Take a Financial Stress Test
Answer the question, “what am I missing?”
What is The Stress Test?
Identify the gaps in your plan. What are you trying to achieve? What have you set up thus far? Will your current plan get you there?
The most common question we as a wealth management firm in Scottsdale, AZ get is, “What Am I Missing?” Our stress test helps answer that
question.
What is a Stress Test? Our Stress Test is designed to help identify issues that could threaten the
success of your plan, as well as identify opportunities that can help you get there faster, more
efficiently.
Download Your Business Sale Checklist
Succession
Is the future success of your business highly dependent on your knowledge or expertise?
Valuation
Do you need to review ways you can potentially improve the valuation/appraisal of your business?
Sale & Disposition
Are you feeling pressure (e.g., emotional/personal reasons, outside factors, stress, etc.) to sell your business?
Tax Issues
Do you need to review whether the sale of your business may affect other tax planning goals you have?
Other
Are there any state-specific issues you need to be aware of when selling/disposing of your business?
Download Your Business Sale Checklist
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Best Practices
Mayo Clinic pioneered the concept of having specialists come together to diagnose a problem and fix it, working together as a team. We do the same. You get experts coming together, discussing your family and your unique situation – the experts in the same room at the same time discussing opportunities and threats specific to you. And this is just the beginning.
Experienced Professional Experts Coming Together To Talk About You.
Our process begins with gaining a thorough understanding of your family, your values, your current situation and your goals. A network of professional experts comes together to talk about you, your opportunities, your threats. The professional collaboration helps identify issues and potential issues that need to be addressed while discussing various methods to address those.
You’re In Good Company
Your situation dictates who’s expertise makes most sense at the professional network meeting, whether it’s a merger and acquisition attorney, investment banker, pension strategist or other skilled professional. Note: each professional practices in his or her own professional firm, none are employed by AXIOM nor is there any affiliation between AXIOM and their firm, their opinions are solely for the sake of discussion, no tax or legal advice is being rendered.
What Are You missing?
Learn From Professional Experts on the Founder’s Guide Post Podcast
The Founder’s Guide Post Podcast is a culmination of professional expertise and real-world experience, designed to provide a founder with learning moments to help successfully navigate their pre-exit planning and their exit. Armando Roman talks to seasoned entrepreneurs and leading industry experts dedicated to delivering actionable insights.
The Super Rich Stress Test Their Plans, So Should You.
Start the Stress Test Process Today.