Perhaps the best consulting and wealth management team in the united states

About Encompass Group

About Encompass Group

Strategy | Consulting | Wealth | Succession

About Us

Our primary emphasis is on understanding your long-term personal and professional objectives, aiming to facilitate transactions that align with your goals. We assure you of unwavering integrity, utmost confidentiality, and a dedicated commitment to securing the best outcomes for you, your company, and your family. Whether you’re navigating a startup, orchestrating a turnaround, or undertaking a business sale or acquisition, we stand by you every step of the way, delivering exceptional and personalized service.

Strategy: Various perspectives exist for a singular situation, and frequently, emotional, financial, or fiscal ties can cloud objectivity. Human nature tends to prioritize preservation, consciously or not, especially when emotionally invested in a current situation. Encompass Group provides an unbiased perspective, empowering you to make the most informed decisions for your organization.

Consulting: Consulting involves providing expert advice, guidance, and solutions to individuals, businesses, or organizations to help them address specific challenges, make informed decisions, or improve overall performance. Consultants, often specialists in their respective fields, analyze problems, recommend strategies, and assist in implementing solutions tailored to the client’s needs. The consulting process typically includes thorough assessments, strategic planning, and ongoing support to achieve desired outcomes.

Wealth: For most individuals, their business constitutes their primary asset, and our expertise lies in demonstrating how to optimize its value. As one reaches the stage in their business lifecycle where exiting is imminent, the placement of the proceeds from this asset significantly influences their lifestyle and legacy. It’s crucial to note that the return on investment holds greater significance than the physical location of the funds.

Succession: Navigating the process of exiting a business can be an immense undertaking. Determining the form of exit and the associated details demands a significant investment of time and effort. Balancing the responsibilities of sustaining or increasing organizational revenue, a full-time commitment on its own, while also considering the optimal financial exit strategy, further amplifies the workload. With four potential exit routes, three of which entail substantial time and effort, we provide the expertise and guidance to support you in making the most informed decision that maximizes both value and effort.

We advise global leaders on their most critical issues and opportunities.

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