Small and Mid SizeBusiness Consulting
Growth-Minded Business Owners & Entrepreneurs
Gain More Clarity On Your Business
Trying to Grow Your Business? or Are you preparing for your Exit and not sure where to start?
Whether you’re just building momentum or preparing to exit, the right strategy can mean the difference between burnout… and building real wealth.
Running a business is hard. Starting one? Even harder. But scaling it sustainably—and eventually selling it for top value? That takes strategy.
Too many business owners focus only on the day-to-day hustle and miss the bigger picture:
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Are you building a business that can run without you?
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Will you ever be able to step back or sell?
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Are you even profitable enough to scale?
At 360 Financial Planning Group, we help founders, growth-stage owners, and seasoned entrepreneurs do one thing exceptionally well:
Align your business with your personal financial goals.
Whether you’re launching, growing, or planning to exit, our Small Business Consulting Program gives you the tools, insights, and structure to build a business that works—for you, not just because of you.
Build your custom business blueprint and Grow with confidence.
Book Your Complimentary Strategy Call Below!
Limited to 5 new clients per month
Introducing Our SMall business strategic Consulting Program
A hands-on, customized advisory program designed for business owners who want clarity, growth, and a strategic plan—whether you’re just getting started, scaling up, or preparing to sell.
You’ll get:
– Start-to-Scale Roadmap – For newer owners, we help you strategize, and position your business to grow from day one.
– Growth & Profit Optimization Strategies – Help identify hidden opportunities, review margins, and streamline operations.
– Owner Wealth Alignment – Make sure your business supports your bigger picture: lifestyle, wealth, and family goals.
– Exit or Succession Planning – For seasoned owners, we’ll guide you in value estimation and help you plan for sale, and explore strategies that could possibly reduce tax impact.
– KPI Dashboard – Track the right numbers, so you always know what’s working—and what’s not.
– Strategic Tax Planning – Position your business and personal finances in pursuit of better tax efficiency now and in the future.
This isn’t cookie-cutter advice or a templated coaching package. It’s a custom-built strategy designed around where your business is—and where you want it to go.
Let's build your personalized business strategy.
Spots fill quickly each month. Claim yours now.
Let’s build the business-and life-you actually want.
Vision Clarity
Explore your long-term vision and make a strategic plan to get on track.
360 KPI Dashboard Setup
Real-time visibility into the health of your business.
Growth Levers Review
Pinpoint the top 1–2 scalable activities to unlock your next revenue tier.
Quarterly Accountability Checkpoints
Ongoing strategy check-ins to keep you focused and on track.
Owner Exit Strategy
Design your role so your business runs with or without you.
360 Financial Planning Group LLC and LPL Financial do not provide business valuation or legal services. Please consult your legal advisor regarding your situation.
Still Guessing at Growth?
You’re working hard — but does your business have a clear path to pursue profitability and freedom?
Most business owners are stuck reacting to the day-to-day instead of building a business that runs for them.
360 FPG Business Consulting is your path to pursue a more profitable, predictable, and scalable operation.
Why 360 FPG Works
“Most consultants give advice from the sidelines—relying on theory, textbooks, and case studies.
I’ve been in the trenches. I’ve started, built, and successfully sold businesses.
I understand what it really takes—because I’ve done it myself!”
– Jim Wilterdink, Founder & CEO
360 Financial Planning Group
The result? Stress. Burnout. Missed opportunity.
A DEFINED PATH TO GROW
CLEAR FINANCIAL TARGETS, SYSTEMS, AND ACCOUNTABILITY
A STRATEGY FOR REMOVING THEMSELVES FROM OPERATIONS
The result? Stress. Burnout. Missed opportunity.
Excelling In Your Current Role
Setting Yourself Apart
Setting The Right Goals
PHONE
515-966-9333
ADDRESS
11888 SE 64th Ave
Runnells, Iowa 50237
SERVICES
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
James Wilterdink is a registered representative with, and securities and investment advice offered through LPL Financial: Member FINRA/SIPC, a registered investment advisor.
360 Financial Planning Group LLC is a separate entity from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CO, FL, IA, IL, MN, NC, NE, OR, TX, UT, WI
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
James Wilterdink is a registered representative with, and securities and investment advice offered through LPL Financial: Member FINRA/SIPC, a registered investment advisor.
360 Financial Planning Group LLC is a separate entity from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CO, FL, IA, IL, MN, NC, NE, OR, TX, UT, WI
