Your partner in growth, strategy & success
You built your business – now let’s build your future
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What is the Intrepid Way?
The Intrepid Way offers you, the small business owner, a strategic path to maximize business value, drive business growth, and increase your net worth. By aligning your business goals with a forward-thinking wealth strategy, we help you build a sustainable future—one that supports both your business exit strategy and long-term financial security. Whether you’re planning for business succession, optimizing cash flow, or structuring a business retirement plan, The Intrepid Way ensures your hard work translates into lasting success—on your terms.
Trailhead
We start with a meeting to discuss goals, aspirations, and concerns, ensuring we’re aligned and ready to embark on the journey.
Pick Your Path
Next, a thorough review of your personal and business cash flow, net worth, and business valuation. This is where we start charting your personalized path to success.
Begin The Journey
With your plan in place, we set off on the journey towards achieving your goals. We’ll work closely together to ensure you’re on track every step of the way.
Reach The View
Here, we arrive at the “view” of your success and evaluate progress, address questions and concerns, and set new milestones for continued growth.
Our Services
With a comprehensive set of services for a small business owner, Intrepid is equipped to help you meet your financial goals through a commitment to expertise and personalized support.
Business Value & Growth
Financial Clarity & Wealth Strategy
Business
Transitions & Exit Readiness
Business
REtirement
Plans
Intrepid vs. Traditional Advisors
| Services | Intrepid | Traditional Advisors |
|---|---|---|
| Fiduciary | ✓ | ✓ |
| Insurance Advice | ✓ | ✓ |
| Business Valuation | ✓ | |
| Business Growth ACCELERATION | ✓ | |
| Business Planning | ✓ | |
| Business SUCCESSION/Exit Strategy | ✓ | |
| Employee Benefits Optimization | ✓ | |
| Net Worth Analysis | ✓ | |
| Advisor Team Coordination | ✓ | |
| Pre-Transaction Strategy | ✓ | |
| Post-transaction Strategy | ✓ | |
| Tax Optimization | ✓ | |
| Year-Round Support | ✓ | |
| Rich Life Spending | ✓ |
Intrepid Perks
Trailblazing a Bold New Investing
Strategy for Small Business Owners
Business Strategy
Understanding your Profit Gap, Value Gap, and Wealth Gap is essential for long-term success.
Aligned Inerestes
Our fee-only plans are designed to help you grow your personal net worth and business value without additional fees holding you back.
Personalized Path
Your business deserves a custom-built plan that reflects its uniqueness and drives success.