The Five Advisors at Your Business Table

Know which professional to call, what to ask, and how to prepare while keeping responsibility for your decisions.

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Choose one delayed, expensive, confusing, or emotionally charged business decision. Use the guide to identify which seats touch that decision and prepare the facts and questions for the right professional conversation.

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The five advisor categories

SEAT 1

Business Mentoring

What matters now, and what can wait?

SEAT 2

Accounting

What do the numbers actually say?

SEAT 3

Banking

What makes this business finance ready?

SEAT 4

Insurance

What could damage the business or the family?

SEAT 5

Law

What rights, duties, and promises are being created?

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