According to the Exit Planning Institute, 80% of most business owners’ net worth is tied up in their business and 70% of them have no idea what that business is worth. Successfully leading fellow business owners isn’t just a job: it’s a calling. When business owners seek clarity around business ...more

According to the Exit Planning Institute, 80% of most business owners’ net worth is tied up in their business and 70% of them have no idea what that business is worth. Successfully leading fellow business owners isn’t just a job: it’s a calling. When business owners seek clarity around business valuation and confidence that their hard work and personal goals are aligned, they seek out Dave Clayman. Many business owners experience frustration with the lack of coordination between their advisors and are often far too busy to handle things themselves. Working with Dave, clients experience collaboration with a professional who shares a similar experience; enabling them to chart a path to freedom – whatever that may mean to them. For some, it’s less time in the office and more time with family, for others it’s expanding their business into new ventures. Still others seek to reduce the stress of uncertainty. Whatever their particular freedom, each client knows that Dave will challenge and support them in realizing their life’s work consistent with their values. While most advisors are only focused on the numbers contained within a financial statement, Dave augments this focus to include envisioning what is necessary to fully realize a life of significance. When owners are fully engaged with Dave, they embody the Dolly Parton quote, "Never get so busy making a living that you forget to make a life."less