business strategist Justin Goodbread cvga
Exit Planning Institute’s 2018 Leader of the Year
Exit Planning Institute Leader of the Year

Knoxville Business Journal 40 Under 40
Knoxville Business Journal 40 Under 40

Investopedia Top 100 Advisor
Investopedia Top 100 Advisor

You Need An Experienced Business Strategist

If you are the typical business owner, statistics say that you have 80% of your net worth is tied up in your business. Most likely, that means that you are not investing the majority of your money into stocks, bonds, and mutual funds; you’re investing your money and time in your business. Therefore, you need more help than the average financial planner can offer. You need a business strategist who can help you manage, operate, and grow the value of your biggest investment – your business. You need someone who can identify untapped capital in your company, and help you realize a profit from it when you decide to retire and/or sell your company.

Business isn’t just about the investment you’ve put into it. It’s about monitoring and adapting to increasing competition, market volatility, legal changes, employee demands, risk factors, and other business “setbacks.” It’s about managing inventory, team members, and marketing, and it’s even about meeting personal, employee, and customer expectations.

Getting all those areas under control is a herculean task. You don’t have to learn the strategies then implement them by yourself. We are here to guide you.

Years of Experience and Business Strategy Training Benefit You

Realizing he had a passion and talent for helping fellow small business owners and for breaking complex financial concepts into financially simple terms, Justin Goodbread, CFP® expanded his education by earning Certified Exit Planning Advisor (CEPA®) and Certified Value Growth Advisor (CVGA®) designations. Hours of training and hands-on experience working with many clients, as well as being a business owner with 20+ years of wealth and financial planning expertise, make Justin the ideal business strategist to help you manage the complexities of your business.

Let's Talk...

Business strategy is a VERY complex process that cannot be easily explained in a few paragraphs. Let's get together for a complimentary compatibility meeting to discuss how we can help you fix problems, free up money, and grow your business.