We deliver that service in a thoughtful and intentional way with our five core values for guidance.
Think Forward
Our business model is to “pay-it-forward”.
Planning is crucial, however 83% of business owners are not ready for their exit. 40% of business owners do not have a plan around a forced exit (illness, death, or injury)1.
Our first meeting is usually at the beginning of the planning process, and often it is three to five years in advance of the company selling.
Until then, business owners need advice from a roundtable of advisors. By helping you evaluate and engage your team of advisors, we all work together with the future in mind.
1Exit Planning Institute, National Survey 2013
Be Customer-Centric
Our business is you!
We take the time to understand your status quo, expected outcome, and create a strategy to get from Point A to Point B that puts your best interests at heart.
It is important for us to understand the story of your business, your journey from the start to today, and your hopes and dreams for your future.
Getting to know you allows us to place your priorities at the top of your strategic planning.
Do Things Right
We don’t want to BE right: we want to be for what IS right.
Our advice is critical in your decision-making process—we want to make sure you have that information to make the right choice for your company.
Because each client is different, we want to shape our advice and actionable content to who you are and what you are trying to achieve instead of providing one-dimensional answers. As such, we position ourselves as an active resource for you – not just a Q&A machine.
We believe that if we give you the right advice today, it will come back to our company tomorrow.
Inspire Growth
Your future is our passion.
Growth can be professional or personal, but our goal is to help you achieve it. Whether it is the decision to own your first company or a transition to your journey of retirement, we become active participants in making sure we are inspiring you to take the right actions for your future.
From taking that first step with understanding you, advising on your business forecast, or aligning you with the right financial team for your retirement, we are there every step of the way for your success.
Embrace Diversity
We stand for change.
As a minority owned business, we encourage and embrace diversity within the workforce. It is not just important to TALK about change, but it is important for us to BE about change.
At Freeman Lundt, we think the first step to action is to know what the cause is—and how you can support that cause. Too often there is a disconnect about the history we remember and the actual events that occurred.
We donate to the Equal Justice Initiative (eji.org) because we believe their work and their message echoes how we feel about diversity, injustice, and equality. Take a moment and visit EJI yourself to understand more about issues plaguing the United States.
