WALK AWAY WEALTHY

As a companion to Walk Away Wealthy, this site is intended to provide you with the essential tools to get you on the right track for a successful exit.  In less than 10 minutes, the software below will give you immediate feedback on the sellability of your business as well as the quality of your overall financial affairs.

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Sellability Score

How Sellable Is Your Business?

Find out with the Sellability Score, a free online questionnaire that helps you gauge the true value of your business in under 15 minutes.

The Sellability Score quantitative algorithm weighs dozens of variables to predict how easy it would be to sell your business and the likelihood of getting a premium price.

This sophisticated tool tells you how your business would stack up in the eyes of potential buyers if you tried to sell today.

GET YOUR SCORE TODAY
WHAT'S WEALTHALYZE?

Your financial checkup in less than 10 minutes.

Wealthalyze is an assessment that can be completed in less than 10 minutes which analyzes all facets of your wealth management situation. It provides a score, ranging from 0 to 100, which measures the overall effectiveness of how well you’re managing your wealth. Additionally, upon completion, you’ll receive a PDF which explains your score, as well as a SWOT analysis (Strengths, Weaknesses, Opportunities, and Threats) of your situation. 

Wealthalyze is an asset not only for those who know there is room for financial improvement, but also for those who think they are doing exceptionally well but want to do even better. You’re going to know what you’re doing right (strengths), where you can improve (weaknesses), opportunities to better your situation, and the threats you need to mitigate. No matter where you fall on the scale, you will gain beneficial information and insight into your financial situation. 

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Walk Away Wealthy

The essential guide to selling your business—and walking away with maximum wealth

Selling the business you worked so hard to build can be a confusing and intimidating proposition. Let Mark Tepper clear away the misconceptions, steer you clear of common mistakes, and help you walk away wealthy!

Click on the link below to download the introduction and first chapter of the book.

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President, Founder, Wealth Advisor

MEET MARK TEPPER

Mark Tepper, CFP® is president and one of the founding members of Strategic Wealth Partners. While he works with a variety of clients, Mark specializes in the wealth management and financial planning needs of high net worth individuals and families.

Since entering the financial services arena in 2000, Mark has gone on to become a Million Dollar Round Table Top of the Table qualifier, placing him in the top 0.1% of financial advisors in the country. Mark appears regularly on CNBC and Fox Business as a financial contributor and is the author of Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook.

He is scheduled to release his second book, Exceptional Wealth, which addresses high net worth planning and investment strategies, in early 2018.

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Cleveland Office
5005 Rockside Road
Suite 1200
Independence, OH 44131
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info@swpconnect.com
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Phone: (216) 800-9000