Start Build and Exit
Sable Point Wealth Management Difference | Certified Exit Planning Advisor™
At Sable Point Wealth Management, we're business owners first, not just Wealth Advisors. We help business owners free themselves from working IN their businesses and get them working ON their businesses. We have years of experience integrating business exit planning with comprehensive personal financial planning.
Sable Point Wealth Management offers a system to map your road to financial security.
Our Managing Wealth Advisor, Mike Heckman is a Certified Exit Planning Advisor™, CERTIFIED FINANCIAL PLANNER™ pro and business owner. As an experienced entrepreneur, Mike speaks the language of business. He understands the goals and concerns of business owners.
We utilize the Value Builder System™ (designed by John Warrillow, best-selling author of Built to Sell: Creating a Business That Can Thrive Without You) to help business owners build the value of their company to either prepare for an exit or grow. Statistically validated by over 55,000 businesses, owners who follow this system typically increase the value of their company.
Without a standard vetting process, you may invest precious time and money trusting the wrong guide to lead you through uncharted waters.
That is why it makes sense to select an advisor who utilizes a comprehensive system to help build value in your company and prepare for your future, including your inevitable departure to pursue other goals.
Let us partner with you to harvest the value of your company (Schedule Here).
However, selling your company is not the only possible outcome; the system helps you extract full value from it while you own it.
To that end, our approach involves optimizing your business's performance, measured across eight dimensions, proven to be integral to your normal business processes. The core idea is to set your company up to be self-managing to make your business run smoothly--with the added benefit of knowing that potential acquirers look for companies that can run without their founders.
Let us partner with you to harvest the value of your company.
To find out more about our proprietary system and how it can propel your business to new heights, please contact us today for a consultation.