The Freedom Point: A Financial Planning Guide for Business Owners
- How to determine if you've passed the Freedom Point.
- A step-by-step process for calculating your Freedom Point.
- 3 financial options faced once you’ve reached the Freedom Point.
98% privately held business owners don't know what their business is worth. (1)
78% plan to fund their retirement with the sale of the business(2)
75% of business owners regret their exit one year after leaving (3).
5% are actually happy with their net proceeds from selling (3).
(1) IBIS World, 2014
(2) FPA / CNBC Business Owner Success Planning Survey, 2015
(3) Source - The 2013 State of Owner Readiness, The Exit Planning Institute
What services do we provide?
As independent professionals, we set out to repair, redefine and reinvent the role of a financial Advisor. Our process allows us to form trustworthy, long-term partnerships with the families we serve.
ARD’s broad offerings include, but are not limited to, business exit planning, tax mitigation, asset protection, wealth management, lifestyle services and cash flow analysis. Our dedicated and experienced team of third party professionals can provide an array of services necessary for your family, including assistance with lending, risk management, special projects, banking matters, financial reporting and more.
Meet John Deitrick
As the founder of ARD Private Client, John Deitrick is focused on helping Business Owners work toward their dream of a work optional lifestyle through a defined and refined process. He is passionate about helping the business owners he serves exit their amazing businesses without the typical regrets. His business philosophy is to do what’s in the best interest of the families he serves.
Attend a Wealth & Health Event
Attend one of our informational events to learn more about living a healthy lifestyle, travel planning, community events and more.