Our Process
who·lis·tic
/hōˈlistik/
Together with his longtime friend and business partner, Leslie, Solomon has spent over 15 years developing a clear mission: to walk alongside business owners, guiding them through growth and transition with wisdom and care. Over the last six years, it has become undeniable that their calling is to serve business owners, helping them navigate the complexities of leadership and legacy planning.
all aspects of personal and professional economies working together as a cohesive whole
Here’s what to expect when working with us.
1.
Tell us about you, your family, and your business. We want to get to know you and learn more about your vision and passions!
Introduce: yourself
2.
Get a business valuation to assess the health and value of your business.
Assess: your business
3.
Create goals for protection, growth, and transition.
Identify: goals
4.
Architect concrete plans to help you move toward your goals with excellence and intentionality.
Strategize: plans
5.
We are here to walk with you on the long road of owning a business, no matter what challenges arise.
Steward: your legacy
We believe in this process. More importantly: we believe in you. We can’t wait to come alongside you and champion your business and family through guidance that brings peace of mind about your legacy.