Home   |   Site Map   |   Contact Us The productivity of any business depends on both focus and the coordination of complex activities. In an economic environment that demands almost constant change, the effectiveness of any business requires that clear goals and defined responsibilities be carefully balanced with flexibility. Any change or anticipated change in an organization can disturb that balance. Downsizing and re-organizations are obvious stressors. However, the introduction of any new element can have a significant impact. EPIC Wealth Advisors personnel have assisted organizations and their executives in making complex decisions for more than two decades. We have guided and participated in all aspects of strategic planning, operational planning, and change management, including: Integrated Business Plan Strategic and Operational Planning Exit and Contingency Panning Family Business Succession Compensation and Benefits Design Financing and Asset Evaluation 5-year growth plans Improved operations New markets or products Acquisitions Dispositions Reorganizations Decision to sell Preparation for sale Intergenerational transfer strategies Redemption agreements Buy-sell agreements Selection and training of new leadership Asset transfer strategy Integration with estate planning Integration with family legacy planning Transition support and assistance Owner and executive compensation Key person programs Qualified retirement plans Employee assessment programs Employee training ROI assessment of assets Inventory analysis Real estate strategies Financial restructuring Review of liquid investments and fiduciary obligations   Steps in the Process: Identify critical issues Coordinate off-site executive retreat Review objectives and priorities determined at the retreat Prioritize and sequence planning steps Begin implementation using legal, financial, and additional advisory specialists as needed Review progress on implementation and reset priorities as appropriate Contact us for more information.
© 2004 Epic Wealth Advisors