When Sarah, the owner of a thriving professional services business, approached Buttonwood Financial Group, she had ambitious goals for her business, but was uncertain about its valuation and sale prospects. With 10 employees and a strong client base, Sarah knew strategic planning was crucial to unlock the full potential of her business. Sarah was an expert in her field, not a financial expert, and she turned to the Team at Buttonwood for guidance.

Working closely with Sarah, we developed a comprehensive financial strategy to prepare her business for the realization of future KPI goals and an eventual sale. We focused on structuring the business for growth, optimizing cash flow, streamlining employee benefits, and implementing scalable processes to enhance efficiency and profitability. Along the way, we were also able to materially build Sarah’s personal balance sheet with the profits from her company. This reduced her reliance on the success of her business and provided her the ability to see a future without her company.

Over the course of our partnership, Sarah’s business experienced remarkable growth, expanding to 25 employees, and significantly increasing both revenue and profitability. Through strategic guidance and proactive financial management, we were able to position the business as an attractive investment opportunity for potential buyers.

When Sarah was ready to sell, she was pleasantly surprised by the valuation it commanded. Thanks to the meticulous preparation and strategic planning, the business sold for an impressive 6 times what Sarah had originally planned for. Today, Sarah enjoys being *semi* retired, having successfully transitioned out of her role as a business owner with financial security and peace of mind. Her success story serves as a testament to the power of comprehensive financial planning for businesses combined with personal planning.