Shelley – New to Ownership With a successful career in talent recruiting, Shelley was new to business ownership.  She did not have a parent, sibling or mentor to use as a business ownership role model.  As a result, we began the process learning about what it means to be a business owner.  ...

Joe – Retain Job Joe is a project manager with a young family.  He has a friend who has built a successful multi-unit franchise system.  As a result, Joe understood what it means to build assets that create controllable income streams.  With a young family Joe was focused on finding a franc...