Personal Goal Setting assessments are used for identifying the personal financial and non-financial objectives of a business owner, and it is used with much success by RAN ONE business coaches and advisors around the world.

Most small to medium sized business owners typically have the majority of their personal wealth tied up in their businesses. Personal Goal Setting assessments allow the owners to carry out a thorough review of their personal financial position, business involvement and quality of professional life.

Using this resource, each owner can conduct an honest and open session with our advisors to determine:

  • Personal objectives
  • What the owner want out of their business
  • When the owner wants to transition out of the business

The decisions surrounding these issues often have a serious impact on the amount of wealth an owner might extract from the business, either at the time of transition or in the years leading up to transition.

Personal Goal Setting assessments offers a diagnostic which provides clarity around these critical issues and includes a project planning tool that can be used to manage the actions, responsibilities, and timelines for any initiatives identified during the review.

Get started today by submitting your request below for a Personal Goal Setting Assessment.


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