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Personal Goal Setting

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Personal Goal Setting assessments are used for identifying the personal financial and non-financial objectives of a business owner, and it is used with much success by RAN ONE business coaches and advisors around the world.


Most small to medium sized business owners typically have the majority of their personal wealth tied up in their businesses. Personal Goal Setting assessments allows you to carry out a thorough review of the personal financial position, business involvement and quality of life situation as a business owner.

Using this resource, you can conduct an honest and open session with our advisors to determine:

  • Personal objectives
  • What they want out of their business
  • When they want to transition out

The decisions surrounding these issues often have a serious impact on the amount of wealth an owner might extract from the business, either at the time of transition or in the years leading up to transition.

Personal Goal Setting assessments offers a diagnostic which provides clarity around these critical issues and includes a project planning tool that can be used to manage the actions, responsibilities and timelines for any initiatives identified during the review.

Get started today by submitting your request for a Personal Goal Setting Assessment.