Goal Setting assessments are used for identifying the personal
financial and non-financial objectives of a business owner, and it is
used with much success by RAN ONE business coaches and advisors around
small to medium sized business owners typically have the majority of
their personal wealth tied up in their businesses. Personal Goal Setting
assessments allow the owners to carry out a thorough review of their
personal financial position, business involvement and quality of
Using this resource, each owner can conduct an honest and open session with our advisors to determine:
- Personal objectives
- What the owner want out of their business
- When the owner wants to transition out of the business
decisions surrounding these issues often have a serious impact on the
amount of wealth an owner might extract from the business, either at the
time of transition or in the years leading up to transition.
Personal Goal Setting assessments offers a diagnostic which provides
clarity around these critical issues and includes a project planning
tool that can be used to manage the actions, responsibilities, and
timelines for any initiatives identified during the review.
Get started today by submitting your request below for a Personal Goal Setting Assessment.