BLUE BELL, PA — Modern Wealth, led by Founder and CEO Alan Rhode, CFP®, CPWA®, CVGA®, CEPA®, RLP®, has launched an innovative 3-step business advisory process designed to help business owners grow, optimize, and transition their companies. The process is central to the firm’s holistic Dynamic Plan, which combines business advisory, financial planning, and life planning to deliver comprehensive support for entrepreneurs.
This tailored approach begins with evaluating the current value of a business and identifying its untapped potential. Using advanced tools like the Value Opportunity Profile (VOP), Modern Wealth calculates intrinsic value, identifies value gaps, and pinpoints areas for improvement. “Our proprietary tools and expertise help business owners understand not just where they stand, but where they need to go,” said Rhode.
The second step accelerates value growth by addressing key areas like operations, leadership, sales, and marketing. Modern Wealth focuses on creating sustainable value while aligning business improvements with broader personal financial goals. “Value acceleration is more than just making the business profitable,” Rhode explained. “It’s about creating a business that aligns with your personal wealth and life goals while ensuring it’s attractive to potential buyers or successors.”
Finally, the process guides business owners through strategic exit planning and transition options, including management buyouts, ESOPs, or third-party sales. This ensures owners achieve financial security while aligning their business exits with their life aspirations.
Modern Wealth’s Dynamic Plan integrates business advisory with financial and life planning to provide seamless transitions and long-term fulfillment for business owners. “This isn’t just a transactional service; it’s a holistic partnership,” Rhode emphasized.
With this comprehensive offering, Modern Wealth is redefining how entrepreneurs plan for the future, ensuring financial and personal goals are met while preserving business legacies.
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