Build.

Grow.

Exit your business

With purpose.

Building your business with the end in mind fuels profit and creates value you can enjoy at all stages of your entrepreneurial journey, from start to finish.

What we do

 

Purpose First Advisors exists to help founders and business owners build strong, profitable companies. A profitable business gives you more flexibility and choice when it comes to how to grow, working in vs. on your business, and when/how to exit.

You don’t have to work so hard to be the success you are.

You don’t have to choose between growth and wealth creation.

You don’t have to sacrifice freedom and flexibility to grow.

As part of your trusted advisory team, Purpose First Advisors increases your capacity to unlock your business’ potential to create the life you desire and deserve.

Working Together

  • Strategic Business Advisors

    Add our fractional Chief Strategy and Growth Officers to your advisory team when you’re ready to

    • increase revenue and profitability,

    • remove the roadblocks to growth, or

    • get a new perspective on your business.

  • Succession Planning

    Even if you have no plans to sell, succession planning is an essential for business growth and sustainable profitability.

    Let us help you create a business that truly gives you the flexibility and freedom that business ownership makes possible.

  • Change Management

    Business growth requires owners to build on what works and transform their organizations to operate at a higher level. Change is challenging, emotional, and time consuming.

    We help you prioritize, focus, and execute the changes required to achieve your business, financial, and personal goals.

  • Exit Planning

    Exit planning is a ‘present-tense’ activity that’s embedded in the strategic planning process, not a future project.

    We work with you to identify your personal and business goals, asses the current state of your business, and design a plan that increases income, builds value, and expands wealth opportunities.

Some of our clients

Christy’s keen ability to identify my actual needs and focus me on the critical aspects of my business has been transformative.

She’s provided insights and asked probing questions that emphasize the importance of planning with the end in mind.”

— Stephanie Haenchen, Owner, Pace Marketing

A few ideas