Frequently Asked Questions
Yes. The TPA tool is most powerful when it is given to multiple owners or family members within the system. Comparing results among owners/family members can be a great place to start and see if everyone’s vision and expectations are aligned.
You can certainly purchase the TPA. If you are doing a search online, congratulations, you are a step ahead of a majority of business owners. Most owners don’t plan for this transition until they are just about to jump into it, or are forced to look at it. The TPA can be an ideal tool to give you a better idea of all the areas you will need to address and discuss prior to getting too deep into the transition process. You can then use the findings in this report to help guide your planning. You can also give the report to your trusted advisor(s), so that they can help you implement your plan from a legal, tax or financial perspective.
The TPA report is written in a way that you don’t need to be certified to use it. However, we do recommend that trusted advisors attend some training to get the most out of the tool. Click on our training calendar to find an online workshop/seminar that fits your needs.
Definitely. We have written the TPA in a way that can supplement the services you provide your clients. It’s another resource that can give you an opportunity to get in front of your clients and show them that you care about their overall well-being, family, and/or business.
Sure, once you purchase the TPA it is yours to do with as you wish. Feel free to Insert your own cover page and logo on the front page of the report.