The Business Value Optimizer

Find the strategy and partnership you need to unlock
the full potential of your business.

Find Out What’s Holding You Back

Learn How to Overcome It

Follow a Clear Path to Success

Too many business owners try to reach their potential by adding on to their business

…rather than optimizing what they already have, which leaves them feeling disappointed by their overall performance. You deserve the get the full value out of what you’ve worked so hard to build.

Welcome to Your Turning Point

The path to your true potential starts from the inside out.

Get a Clear Picture

The Business Value Optimizer program helps you identify the strengths and weaknesses of your business.

Find a Clear Path

You’ll have practical steps to take
that will unlock the financial potential
of the business you already have.

Make Clear Decisions

Moving forward, you’ll have a partner for financial advice and the confidence you need to plan for future growth.

Schedule a Consultation

Everything you need to reach your full potential—in one place.

We know how hard it is to get an objective view of your own operations. That’s why we created this unique, new service.

For 25 years, Turning Point has helped clients find financial clarity, and now our Business Value Optimizer program uses a 26-point analysis to give you a clear view of what’s really going on inside your business.

We use that analysis to develop a strategy that aligns all of our financial services like accounting, taxes, and payroll on one united path for optimizing the value of your business.

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Whatever phase your business is in, there’s clarity ahead.

Emerging

Find out what’s eating away at your profits.
Make strategic additions to your staff.
Refine your initial business model.
And more…

Established

Adapt to unexpected, external changes.
Find out why your growth has stagnated.
Find a less burdensome tax structure.
And more…

Peak Maturity

Discover untapped value in the business.
Simplify and streamline operations.
Prepare for a leadership transition or sale.
And more…

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Here’s How the Business Value Optimizer Program Works

1. Assessment

We make sure we understand your goals and then take a deep dive into your financial records and business structure.

2. Analysis

Your business is evaluated using 26 key metrics to discover where your business is missing potential value or worse, losing it.

3. Action

You will have clear, practical steps to follow that prioritize your best opportunities from the 26 key metrics for optimizing the value of your business.

Then, we’ll take the next steps with you.

You can take the strategy we provide and implement it on your own,
or you can have a long-term partner who provides ongoing guidance
and all of the financial services you need to reach your goals:

• Accounting

• Taxes

• Payroll

Schedule a Consultation

Every journey is unique, and we believe yours is worth getting excited about.

Schedule a Consultation

For more than 25 years, we’ve helped hundreds of clients find financial clarity.
Our team has decades of experience that they use to support you.
However, our values are what truly set us apart. We are truly excited to help you,
and we are committed to the following:

Humility

We find more joy in giving than receiving.

Integrity

We do the right thing, even when it’s hard.

Perseverance

Whatever it takes, our team never gives up.

Empathy

We seek to see things from your perspective.

Drive

We work hard for your success because it matters.

Download Our Free Guide:

5 Key Strategies for Optimizing the Potential of Your Business