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The Business Value Optimizer

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

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Find Out What’s
Holding You Back

Learn How to
Overcome It

Follow a Clear Path to

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.

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.

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


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


  • 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…

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
Download Our Free Guide:

Download Our Free Guide:

5 Key Strategies for Optimizing the Potential of Your Business

The Business Value Optimizer

The Business Value Optimizer

At Turning Point Financial

Too many business owners try to reach their full potential by adding onto their business rather than optimizing what they already have. We give you the strategy and partnership you need to get the full value out of your business and build a strong foundation for the future. Read More