The UltraVision System® empowers entrepreneurial confidence through a time-tested feasibility study that assembles soft and hard facts into sophisticated math models, a family wealth letter of intention and a prioritized list of options for major progress. An engagement provides some of the clearest insights on how to make desired progress.
The UltraVision System®
- Value Proposition Pyramid
- Phases
- Feasibility Phase Deliverables
- A Family Letter of Intent which is a written inventory of your dreams, goals and ambitions.
- A Math Model of your future including:
- A financial independence study will determine any “gaps” with regard to your future financial independence.
- Projections of future business and asset values and their sufficiency for your goals.
- A business transfer report to determine the ultimate distribution of the business and the tax considerations of such transfer under various scenarios.
- A detailed, American Bankers Association formatted financial statement.
- A one page summary checklist of customized “gauges” that measure your financial progress over time.
- A wealth preservation audit of the various risks your wealth is exposed to and the sufficiency of the systems you now have in place for preservation of your business.
- A Summary Opinion Letter of your major opportunities for enhancing your future financial progress.
Educational Video Series: Build-Module
Am I Saving Enough?
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Are you a good candidate for completing The UltraVision System®? That Depends…
- Do you wonder if you pay more in taxes than you need to?
- Do you have growing financial complications in your life?
- Is your future bigger than your past?
- Are you busy, successful and open to delegation?
- Do you feel you are wasting time on your finances when you should be focusing on your business or spending time with family?