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How ready are you... Is your business...to grow or exit?


Personal + Financial + Business = Prepared


READINESS

Maximizing Profitability + Operations + Sales + Continuity Strategies for your business = more $$ money $$

Profitability

Profitability

Best in class companies focus on top line revenue and bottom line profits = higher multiples

Operations

Operations

Great companies run like a Swiss watch... does yours?

Sales

Sales

The fuel that feeds business...how do you replicate your ideal customer?

Continuity Strategies

Continuity Strategies

Will your business open after D-Day?

(Death, Disability, Divorce, Disagreement, Disaster)

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your ideal self and ideal life. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.


"A coach is someone who tells you what you don't want to hear, who has you see what you don't want to see, so you can be who you always knew you could be"

- Tom Landry, legendary coach

 

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Come Visit Our Office







Phone: (513) 454-1360

FAIRFIELD OFFICE

1239 Nilles Road
Fairfield, OH 45014

Mon-Thu: 9:00 AM - 5:00 PM
Fri:  9:00 AM - 4:00 PM

KENWOOD OFFICE

By Appointment Only

BEAVERCREEK OFFICE

By Appointment Only




Certified Exit Planning Advisor

Certified Exit Planning Advisor

Rik received his Certified Exit Planning Advisor  accreditation in May 2020 from the Exit Planning Institute.