As a business owner, you likely have certain short and long-term goals for your company that you want to see through. The Baldwin Elevate team is dedicated to assisting small to mid-size businesses achieve their goals through strategic planning and process improvements.

Our services include –

• Assessment Diagnostics
• 7 Waste Workshop
• Half-day or Full-day Workshops with CPA
• One Page Strategic Plan
• Bi-Monthly / Quarterly Meetings with Accountability Tracker

And it doesn’t end there! Through our virtual family office, we can leverage experienced and knowledgeable advisors that provide services in areas that meet your needs, including attorneys, wealth managers, business advisors and more. To learn more about our proactive planning and family office team, click here.

Beth Overbey