There are multiple factors that affect businesses at different stages of their life cycle. At Pivotal we pride ourselves on understanding each stage of the life cycle and how they relate to your business. We are able to provide comprehensive, flexible strategies that address the issues affecting your business that are both practical and technically sound. Whether starting up, growing, you're well established, or ready to retire, our advisors are ready to help you every step of the way. You know where you want to be, and we know how to get you there.

Business Planning

Start Up Stage

Timeline: 0-3 years

You want to be successful, and we want to help you get there. Whether entering into a proprietorship, partnership or corporation, the simple steps you will take to structure your business appropriately can put and keep you ahead of the competition.

Have you asked all the right questions, or do you know what those questions are?

Growth Stage

Timeline: 3-5 years

You've set goals, and now you’re ready to take your business to the next level. It may be time to look at your annual reporting, your accounting and payroll systems, and maybe even your insurance and IT needs.

What is driving your business forward to success?

Established Stage

Timeline: 5+ years

Your business now has some equity, and probably some passive assets at this stage in the game. The question is…what do we do with them? Your employee needs and the governance requirements have probably changed, and it’s time to ways to improve your structures.

Are you planning and prepared for the future?

Mature Stage

Timeline: varied

It’s time to evaluate your business and determine the next steps. This is where succession planning and separation of assets comes into play, while also looking at your personal retirement plans. Determining the best course of action for your businesses future, whether a sale, transfer, or continuation, will help determine the next stage of your business’ life cycle and is critical to its continued prosperity.

What's the next step for you and your business?