Artifex Business Intelliplan Brochure

T h e Sol u ti on f or I d en ti f y i n g an d M ax i m i zi n g You r Bu si n ess Val u e Fee-Only Private Wealth and Business Advisors Since 2007

ar t if exf in an cial.com 855.752.6644

You ow n a bu sin ess or pr of ession al pr act ice Like many of us, you spend your days working in and on your business. Working with staff, vendors, and customers. Your business or professional practice represents a significant portion of your personal wealth. But do you know what the value of your business is? Do you have a plan to maximize that value? Is it accurately tracked within your family's overall wealth management plan? Is there a strategy in place to realize the value of your business at a future point in time?

These are common and important issues that are shared by anyone who has spent the time and resources to create a sustainable enterprise, yet very few entrepreneurs have the direction and guidance to accomplish their personal financial goals in a comprehensive, integrated way.

A business, like any investment asset, represents fuel. Fuel for your lifestyle, and your retirement. As much as any of us loves the work we do, there has to be an end-game in mind. And the time to plan for that goal is best done early, not when you MUST do it or a few months prior to retirement.

As an independent, fee-only wealth management firm, we work with individuals and entrepreneurs to create and manage their overall wealth. We've seen the obstacles that successful wealth creators face when trying to establish a road map for the future.

We've worked with too many business owners who have a vague idea of the value of their business, and who haven't created a strategy to maximize it's value.

That's why we created Artifex Intelliplan for Business, our comprehensive, integrated planning solution to help you determine and maximize your business value, create a successful future transition, and monitor your progress

Ou r Solu t ion - an in t egr at ed syst em f or gr ow in g t h e valu e of you r bu sin ess

We start with an understanding of the current value of your business. Using our state-of-the-art valuation engine, you'll know quickly an easily what your business is currently worth.

Click on the video above to learn more about this step.

Once the business value is established within our Intelliplan system, you have the option of using our ValueBuilder program to enhance the value of your business.

Click on the video above to learn more about this step.

Th e pow er f u l h u b of ou r bu sin ess gr ow t h syst em

The Value Builder system begins with an assessment of where your business stands today, and provides suggestions on areas of improvement so that your business is in the best position of value when you are ready to exit your business - whether that means transitioning it to the next generation of leaders or selling to an outside party.

We'll work with yout to prioritize those areas that are most meaningful to you, and construct a modular strategy to complete specific tasks throughout each month of an annual cycle, until you recieve a maximum score for the business.

Th e ar eas of f ocu s ar e list ed in t h e gr aph ic t o t h e lef t , an d ar e as f ollow s: -

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Th e Valu e Bu ilder Scor e - an interactive tool that gives you a comprehensive assessment of your business, t h r ou gh t h e eyes of a bu yer .

Th e Scalabilit y Fin der - This exercise will help you identify your products and services that have the potential to scale u p t h e f ast est .

Th e Cu st om er Scor e - Our third module is dedicated to benchmarking your customers' satisfaction with your business against the m ost su ccessf u l an d f ast est gr ow in g companies in the world.

You r Gr ow t h Qu ad - here, we will help you pinpoint your product and service lines with the h igh est gr ow t h pot en t ial an d low est in vest m en t r isk .

Th e Au t om at ic Cu st om er Bu ilder - This identifies opportunities for recurring revenue in your business.

M on opoly Con t r ol - Using our Posit ion in g Plan n er , we'll help you isolate the attributes and qualities of your business that give you the h igh est degr ee of dif f er en t iat ion from your competitors.

Th e Hu b an d Spok e - This module is designed to help you minimize your company's dependence on you personally. The most valuable companies are less dependent on their owner 's everyday involvement.

Th e Sw it zer lan d St r u ct u r e - This exercise helps you evaluate and minimize your reliance on any one customer or employee.

Th e Cu st om er Scor e - At this point in the process, we revisit customer satisfaction and improvements in benchmarking.

Th e Valu at ion Teet er Tot t er - Here, our goal will be to m axim ize cash f low coming from the day-to-day operation of your business.

You r Sh or t List Bu ilder - In module 11, we will develop and fine-tune a short list of potential acquirers for your business.

You r En velope Test - This will help you articulate your goals f or you r bu sin ess an d you r lif e.

Ou r Valu e Bu ilder Syst em is Rem ar k ably Ef f ect ive, an d Easy All of this may look daunting and complex, but our system makes it much easier than if you were to do this yourself. And that's the core of our business philosophy - to make complex financial decisions easy for our clients.

By modularizing the process and delivering it through your personalized client portal, as well as via meetings either in your office, at one of our convenient locations, or web conferencing, we help you accomplish your goals in as little time as necessary.

Additionally, we will work with your existing service providers or our preferred network of specialists to assist with your planning.

If you so choose, you may also integrate our business consulting with our comprehensive personal wealth management solution for entrepreneurs, Artifex NeXT, so that you have one place to go for your personal and business financial needs.

Wor k in g w it h Ar t if ex com es w it h addit ion al ben ef it s an d r esou r ces -

A dedicated team of tax, investment, business, and financial planning specialists to support your business growth strategy.Our team is comprised of CFP's, Tax specialists, Certified Investment Management Analysts, and risk consultants. Additionally, our founding partners have advanced degrees in process improvement and strategy from The Ohio State University and Harvard University.

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Additional resources and support provided by Goldman Sachs Personal Financial Management, a world-leader in investment, technology, and capital resources.

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An objective, independent approach that is not conflicted by outside incentives, such as product commissions or payments from product sponsors.

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Artifex Financial group is a client fiduciary and we are members of NAPFA, the National Association of Personal Financial Advisors so your interests always come first.

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We have focused our energies and investments in technology, staff, and resources to make your life easier and well-coordinated.

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You can meet with us at your business, one of our offices in Columbus, Dayton, or Cincinnati, or virtually utilizing our first-class web conferencing systems.

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Artifex Financial Group is an independently registered advisor with the SEC with a clean compliance history.

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You'll achieve peace of mind knowing that your Artifex team is orchestrating all of the moving parts of your financial life and acting as the personal CFO for your family.

Resou r ces t o lear n m or e

If you 'r e in t er est ed in lean in g m or e abou t t h e Valu e Bu ilder appr oach , you can get a f r ee PREScor e r epor t by click in g below.

Lear n m or e abou t ou r f ir m at ar t if exf in an cial.com

Ou r Fou n din g Par t n er s Dar r en Har p, AIF速 Darren has been in the financial services profession for over 20 years. Before co-founding Artifex Financial Group in 2007, he served various roles in the Private Wealth Management Groups at Fidelity Investments and Fifth Third Bank in the Washington D.C., Cincinnati and Dayton, OH markets. Darren is experienced in retirement income planning, tax planning, and business process improvement.

Darren holds a Bachelor of Arts degree from Miami University at Oxford, Ohio, and a Master of Business Operational Excellence from the Fisher College of Business at The Ohio State University. He also holds the Six Sigma Black Belt Certification.

In his free time, he enjoys Buckeye football and basketball, Blue Jackets hockey, golf, spending time with his wife, Kelly and their nieces, and learning new ways to help businesses grow. He is a member of The Ohio State University Buckeye Club and TPC Rivers Bend Golf Club.

Dou g Kin sey, CFP速, CIM A速

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Doug has over 25 years in financial services and has been a CFP速 certificant since 1999. Additionally, he holds the Certified Investment Management Analyst certification from the Investments and Wealth Institute.

He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program.

Doug earned his Master of Liberal Arts degree in Strategic Management from Harvard University.

In his free time, Doug enjoys boating, fishing, golf, cycling, reading, OSU sports, and Blue Jackets hockey. He is a supporter of The Ohio State University, Harvard University, and the Ohio University Bobcat Club. He is a member of the Harvard Varsity Club, Harvard Alumni Clubs of Columbus and Cincinnati, the Harvard Club of New York, and several local business organizations, including the Columbus Metropolitan Club.

Doug's wife, Rebecca Butler is the Exectuvie Vice President of Columbus State Community College, and they split their time between Dayton and Columbus, Ohio.

Abou t Us

Watch this brief video about our commitment to serving as a fee-only fiduciary for our clients.

Artifex Financial Group is a fee-only wealth management firm that was founded in 2007 by Doug Kinsey, CFP®, CIMA® and Darren Harp, AIF®. We focus on the financial planning, tax and investment needs of individuals, families and business owners in the central and southwest Ohio area.

We promise you straight talk, independent and objective advice, open access, the highest professional standards, and an excellent value for your money.

Artifex Financial Group is an independent affiliate of FinLife Partners, a division of Goldman Sachs Personal Financial Management