Owning a business is a journey, and that journey has four primary stages.
To succeed, you need to know what stage you are in, what to do while you are there, and how to move successfully to the next stage of your journey.
Our guide will help you identify where you are and help you get where you want to go.
Your wealth is fragmented.
You have a team of advisors, a CPA, an attorney, a financial planner, and a banker, but are they collaborating for your benefit, or building unintentionally siloed plans that create risk and exposure?
Are they working in your best interest, or theirs?
What if there were a solution that could increase your return, integrate your plans, and provide you with an exceptional client experience?
There is, it's what we do at Cunningham & Associates.
"The Cunningham team has a very unique approach…more than anything else, they listened. The team really wanted to understand where I saw challenges and gaps. It’s much more consultive and detailed."
Warren Dietel, OwnerPuff N' Stuff Catering
"They coach business owners to really implement critical strategies…they can look at your operation, figure out your returns, and then figure out the efficiencies that you can implement in order to save money."
Jonas Angus, PresidentTPE Solutions
"There’s a peace of mind that comes from knowing that the person that is making the advisory recommendations is also going to be the hub to communicate with other entities that I’m working with."
Brian Sump, OwnerUrban Autocare
