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
- Map to Success
- Components of Value
- 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.