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You’ve Built the Business

Now it’s Time to Think About What Comes Next

You’ve built something valuable. Preparing for the next chapter requires more than strong income. Whether you’re a founder with multiple revenue streams, consultant, contractor or small business owner.

The Breakthrough Blueprint

If one area weakens unexpectedly, will the others hold you steady?

Business 

Turning a lifestyle business into an enterprise

Personal

Your life, wealth, and future - preserved

Financial

Coordinating your wealth

Preparation Creates Options

Options Create Leverage

The cost of not planning can mean:
  • Lower valuations
  • Poor deal terms
  • Unmet retirement expectations
  • Family stress
  • Loss of control

Blueprint to Breakthrough

Our structure to support you throughout your business transitions.

Clarify goals, values, and investment strategy.
What does success actually look like — financially and personally?
Reduce taxes, protect assets, and structure risk.
Protect yourself with life insurance, tax minimization & legal structures in case plans need to be executed.
Prepare from a buyer’s perspective.
Strengthen leadership, operational documentation and succession planning so you can maximize transferable value.
Explore transaction paths.
The highest price is not always the best outcome. 
Evolve the blueprint.
Coordinate capital, lifestyle, and purpose post-transition. Your next chapter deserves intentional design.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Business Owners

Business Owners

Business Owner Tools

Business owners who have sold sharing their insights, support with tax strategies, and fresh ideas for owners like you.​

Through regular, real events we work alongside:
 

• CPAs
• Estate Attorneys
• Business Brokers
• Executive Coaches
• Recruiters
• Operational Consultants
 

True coordination reduces blind spots and increases enterprise value.

If you've built, are running or own an enterprise, you need to be thinking of this. As financial advisors, we will be your trusted counsel to help bring specialists to the table.

It's Lonely at the Top

Download the two-minute assessment to help reduce your blindspots

​*Wells Fargo Advisors Financial Network is not a legal or tax advisor.

5415000 flyer / 5381387 (videos approvals in submission) 

Ascend Advisory Group, LLC | 6767 Longshore St., Suite 300 | Dublin, OH 43017  | 614-784-6000

©2020 Ascend Advisory Group. 
 

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN. 

 

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

 

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