How We Get Business Owners To Their Desired Financial Future

When the Bluegrass Investment Company team works with business owners in Kentucky, we focus on these two things:

Wealth gap (your individual net worth)
Value gap (what your business is worth)

We believe this narrow focus differentiates us from other financial advisors. It also demonstrates our specialized understanding of what it means to be a business owner planning for your financial future and eventual exit.

Identify Your Personal Wealth Gap

Our team meets with you – by video, phone, or in-person, depending on your preference and timeline.

The purpose of these conversations is to gain a shared understanding of your financial future. Our team wants to learn about your needs, priorities, and aspirations. We’ll ask clarifying questions to ensure we understand what peace of mind means to you and what will give you confidence that you’re on track to reach your financial goals and experience the lifestyle you desire.

We will also collect information about your current financial picture and marry that data with what you shared about your vision for the future.

The end result will be a clear picture of your wealth gap: The difference between what you have today and what you need to live the life you dream of.

Identify Your Business Value Gap

We will conduct a business opinion of value (BOV) study. The BOV will outline what your business is worth today and its potential value if it becomes best-in-class in your industry.

The study will provide concrete data for understanding how much business value you need to sell and retire, as well as how you are tracking over time.

Close the Gaps

Once we are armed with the data about your wealth gap and value gap, our team will build a custom plan that provides a roadmap designed to narrow the spreads.

Our team will meet with you to present the proposed plan, discuss alternative scenarios, model “what if” situations, and offer additional recommendations personalized to you.

This stage is ongoing, as our team strives to consistently demonstrate our value, integrity, and trustworthiness to you year after year. Our team will continuously monitor your plan and proactively reach out to share updates, perspective, and suggestions for adjusting your plan if your financial situation changes.

Most importantly, you’ll have a standing invitation to reach out to our team anytime you have a question, want to discuss what’s happening in the markets, or need guidance navigating the maze of important financial decision during major life events.

Let's Talk

To discuss how we can help build your legacy