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Teri Wagner, CPA
Strategic Business Advisor

Make your business work for you.

Take your business to the next level and gain control over your time and profits.

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Increase efficiency and reduce expenses with systems.

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Build the procedures, team, and controls you need to work less.

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Eliminate busy work and focus on high-level tasks that fuel your passion.

Our Advising Services

The most important thing a business owner can do is take action.

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Resilient Business Systems

Profit focused? Our advisors support the driven entrepreneur in increasing their bottom line without working more hours by creating a scalable business model at the core of your business.

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Wealth Planning

Prepare for today and tomorrow. You’ve worked hard to accumulate wealth. Our advisors can help you decide how to use your assets now and in the future.

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Business Exit Strategy

Are you considering selling or exiting your business? You worked hard to get this far; our experienced advisors can help you receive the total value you deserve.

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Are you…

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  • The owner of a business with multiple six-figure revenue annually and feel your take-home pay should be higher?

  • Finding yourself bogged down in the day-to-day demands of your business?

  • Feeling drained with little time or energy to pursue the big ideas that originally inspired you to start your business?

  • Tired of hiring help for various tasks but then ending up finding it “easier to just do it yourself?"

  • Making sacrifices in your personal life to build your business with the hope it will someday give you more freedom to live an above-average vibrant life?

  • Feeling isolated as the individual with the most responsibilities, pressures, and worries in the room?

  • Concerned with the current economic environment and how it may impact the future and growth of your business?

Take back control of your schedule and increase your profits with a business that is less reliant on you.

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Changing your business model can improve your business & your life.

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Increase efficiency & productivity:

When a business system is scalable, it becomes more efficient and streamlined. Processes are standardized and automated, reducing the amount of time, cost and effort required to complete tasks. Take home pay increases, stress reduces and hours worked decreases bringing more balance to the business owners’ life.

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Create resilience when facing economic uncertainty:

The key to thriving amidst adversity is not to let uncertainty hold you back. Instead, it's about anticipating and preparing for the obstacles that lie ahead. With the right business framework in place, your business cannot only survive but also expand and adapt to changing demands, enabling you to achieve long-term success.

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Improve quality:

Scalable systems often include quality control measures to ensure consistency and high standards across the business. This system can lead to increased customer satisfaction and loyalty, as well as increased employee satisfaction. Nothing is more rewarding than seeing a business thrive with the right employees, systems, and procedures in place.

Uplevel your business. Uplevel your life.

Teri Wagner and Shontina Coers posing and smiling in their office in Walla Walla WA both with their laptops out and open

Unlock your path forward with expert guidance.

Our business advisors move entrepreneurs forward. We empower entrepreneurs to change their viewpoints, optimize their opportunities, and transform their future. Our strategic business advisors are here to understand your goals and help you achieve them.

Are you ready to learn how to build your scalable business system, take back control of your time and increase your take-home pay?

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DOWNLOAD THE FREE E-BOOK

Learn how to build a business that thrives with less of your time.

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SCHEDULE A FREE STRATEGY CONSULTATION

Get instant insights on your biggest business model challenges.

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JOIN THE 12- WEEK RESILIENT BUSINESS SYSTEM

Step into your next level life and start building your scalable business model.

Insights & business advice on our blog:

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Our Advantage

We are not a large firm with overloaded advisors. Our advisors are top-notch with vast financial education and experience, our response time is quick, and we form lasting relationships with our clients.

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Teri Wagner posing in front of a gray wall in a black blouse clasping her hands and a logo saying align, elevate, impact
 

Start a conversation with an advisor today.

We offer a free no-obligation discovery call. Let's have a conversation about your goals, your greatest challenges, and the path forward.