The Urgency of Maximizing Our Company Value
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Since great legacies are built over time, not left behind in an instant, how are we preparing today for what tomorrow requires of us? Whether you are thinking about selling a business soon or planning for well into the future, Jeff will navigate four steps every business owner must take immediately to begin multiplying both financial and Kingdom impact.
Jeff Thomas is the founder and CEO of Archetype Wealth Partners, author of Trading Up: Moving from Success to Significance on Wall Street, and has been a C12 Member since 2018. He started out as a sole proprietor in the wealth management business in 1995. Jeff was inspired to go deeper into the planning process with clients. By putting clients’ narratives before their numbers, Jeff was able to help them uncover their values and connect their money with their purpose. In 2008, he was named to Morgan Stanley’s Chairman’s Club (top 2% of Advisors). From 2009 to 2013, Barron’s magazine recognized him as “One of Texas’ Top Financial Advisors.”