Benefits ...

Getting paid what you’re worth

Success with Succession Strategies through profitable channels & the right new business model. Taking your business to the next level and maximize owner Equity Value.

Achieving your financial independence

Creating change in your business that really matters to you and your team. Taking steps in your succession strategies to maximize owner Equity Value.

Creating change that really matters

Re-Positioning your business for optimum return on investment and achieving financial independence.

Succession & Retirement Income Planning

Re-Positioning privately-held businesses for optimum return on investment and future financial independence.

Succession Strategies Design & Implementation Management

Customized Employee Succession, Customer-driven Succession & Investor Succession.

Part-Time CFO

Management in Financial Planning & Analysis. Financial presentations with Advisors & Board of Directors.

Retirement Income Planning

Align Succession Strategy with Retirement Income Strategy.

What Client’s Say

Even while you help build wealth maps for your clients, you do it in such a way that they have an active role in choosing, co-designing and ultimately implementing. You don’t walk in with “the map” for them. You don’t hand them a cookie-cutter version that is used for everyone. It is personally designed.

Cathy MadayLeadership Advisor of Wingspan Performance

Ms. Chien takes a very unique and personal approach with her clients. While building their wealth maps, she takes the time to find out each client’s goals, strengths, challenges, and finds out the direction in which they want to go.

Christy MillsOwner of Mills Grading, Inc.

Chia-Li is an author, small business strategist she brings the highest levels of integrity and professionalism to her work. As a consequence, she has helped me and countless others maximize the outcome and positive results of our own work.

Eric SbargeFounder & Director of The Peaceful Dragon, Charlotte, NC

I consumed your book in about 2 hours and simply could not put it down! I’ve already quoted it several times to other business owners when our conversation turned to maximizing profit and creating a solid exit strategy. Few books can explain such deep business principles in more simple and easy to understand way. I consider it a privilege to have read it!

Jason BenhamCEO of Carolina Speech Services, Inc., Charlotte, NC USA

I just love Show Me The Money! Chia-Li Chien makes the case that most business owners do not manage their businesses to create substantial wealth – but that the opportunity exists to do just that. Ms. Chien then provides a structure to successfully grow and exit a business. I strongly encourage owners and managers to read and implement the lessons learned from this book.

Rob SleeFounder - Robertson & Foley and MidasNation