Small and Mid SizeBusiness Consulting
Growth-Minded Business Owners & Entrepreneurs
Build Value. Create Options.
Trying to Grow Your Business?
preparing for your Exit and not sure where to start?
Whether you’re 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 Building, scaling and 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:
Are you building a business that can run without you?
Will you ever be able to step back or sell?
Are you organized and profitable enough to sell?
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 360 Value Assessment Program gives you the tools, insights, and structure to build a business that works—for you, not just because of you.
the 360 value assessment Program
Know What Your Business Is Worth. Understand What’s Holding It Back.
Build a Plan to Increase Its Value.
A comprehensive business assessment and strategic action plan designed to help established business owners improve performance, reduce risk, build transferable value, and create more options for the future.
Whether you’re focused on growing, improving operations, reducing your day-to-day involvement, or preparing for an eventual transition, we help you understand where you stand and what to do next.
What You’ll Get
Business Value & Readiness Assessment
Establish an estimated baseline business value, evaluate your company’s attractiveness and readiness, and identify opportunities to close the gap between current and potential value.
4 Intangible Capitals Assessment
Evaluate the strength of your Human, Customer, Structural, and Social Capitals – the key drivers of sustainable, transferable business value.
Business Risk & Value Gap Analysis
Identify the risks, owner dependencies, operational weaknesses, and financial performance gaps that may be limiting profitability, growth, or enterprise value.
Owner Wealth & Financial Alignment
Evaluate your personal financial readiness, wealth concentration, and future capital needs. Understand how your business value aligns with your personal, financial, and lifestyle goals.
Performance & KPI Assessment
Identify the key financial and operational metrics that drive profitability, efficiency, and business value, establishing a foundation for measuring improvement.
Exit & Succession Readiness
Explore potential ownership transition options, succession considerations, and opportunities to improve transferability and future tax efficiency—whether an exit is five years away or fifteen.
90-Day Priorities & 12-Month Value Growth Roadmap
Receive a prioritized action plan to protect existing value, strengthen business performance, address critical gaps, and build a more valuable, less owner-dependent company.
Build Value. Create Options.
The 360 Value Assessment isn’t simply a business valuation or another consulting report.
It’s a strategic starting point for aligning your business, personal, and financial goals—giving you a clearer understanding of where you are, where you want to go, and what needs to happen to get there.
The goal: A business that’s worth more, runs better, and gives you greater freedom to choose what’s next.
360 Financial Planning Group LLC and LPL Financial do not provide business valuation or legal services. Please consult your legal advisor regarding your situation.
Get started with a 360 Value Assessment and Grow with confidence.
Schedule Your On-Boarding Call NOW!
Limited to 5 new clients per month.
Vision Clarity
Explore your long-term vision and make a strategic plan to get on track.
360 KPI Dashboard Assessment
Real-time visibility into the health of your business.
Growth Levers Review
Pinpoint the top 1–2 scalable activities to unlock your next value 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.
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
A DEFINED PATH TO GROW
CLEAR FINANCIAL TARGETS, SYSTEMS, AND ACCOUNTABILITY
A STRATEGY FOR REMOVING THEMSELVES FROM OPERATIONS
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.
Excelling In Your Current Role
Setting Yourself Apart
Setting The Right Goals
Check the background of your financial professional on FINRA's BrokerCheck.
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
