BOSS Evaluator
Ownership transition is a critical juncture and often unfamiliar territory for business owners and executives. Plan things right and you can achieve your personal and business dreams while minimizing the pitfalls that can occur when businesses are in transition. That is where Moss Adams Wealth Services come in. Our specialized BOSS (Business Owner Succession Services) team helps you and your successors create an easy transition — and it all begins with our BOSS Evaluator™ diagnostic tool.
BOSS Evaluator is designed to assess and analyze potential personal and business planning issues you may have in the following areas:
- Personal Wealth Planning
- Estate Planning
- Business Planning
- Management Succession Planning
- Ownership Transition Planning
After assessing and analyzing the issues affecting you most, we help you develop goals, strategies, and solutions for each area of importance. This planning helps you clearly see your immediate and long-term needs, and identify critical issues and priorities so that you can more easily answer such questions as:
- Can I afford to retire?
- Can I maintain my current lifestyle when I transition the business?
- Is my management team prepared to take over?
- Can I get a reasonable value for my business?
- Have I done all I can to maximize value?
- Who is the best possible person or organization to take over this business?
- Do I have sufficient wealth and liquidity to sustain my spouse and myself through our retirement years?
The BOSS evaluator™ is a proven analytical and planning tool that offers valuable results not only in transition planning, but throughout all phases of your company’s journey, from start-up to maturity and on to its sale or transfer.
Wealth Services Group Contacts
Dan Gaffney
425-259-7227
Amy Esary
360-676-1920
Lori Hazen
360-676-1920
