Our services
Business Succession
The Q5 Experience™.
The fifth quarter
Financial Architects’ business succession arm, the Q5 Experience™, was developed to help business owners address business transition readiness and maximise value building in their organisations.
How a business performs and how it develops its transferable value is where the Q5 Experience™ excels. Q5 is a collaboration between a group of business consultants that, working together, helps create and build seamless value that allows a business to grow and transform beyond the foreseeable future.
While we typically plan based on weeks, months, quarters and years, Q5 challenges you to look further than what can easily be envisioned. It’s a fifth quarter, so to speak.
Three elements, not one
Q5 involves an innovative process that leverages the financial component of Financial Architects, the behavioural component of Empowering Futures, and the expertise of professionals across transition, ownership, operations, valuation, and M&A.
Whether an owner is planning to transition in five years, ten years, or more, the time to plan is now. Q5 empowers owners to proactively transition their companies on their own terms, increasing their freedom into the fifth quarter of their lives.
The readiness numbers
- 53% of owners want to sell or transfer within ten years
- 80% want to stop working in their businesses within ten years
- Only 20% have created written plans to transfer ownership
- 100% will one day leave, whether planned or otherwise
Business Exit Institute, 2022 owner readiness survey
Owners are, generally, not prepared for transition.
The rest of the plan
Nothing here works on its own.
Asset Management
Asset management tools, products, techniques and methods may change or come and go over time, but principles never do.
Explore asset management
Insurance
What makes life insurance so crucial to overall financial planning is that it is a strategy that plans for tomorrow while preparing for today.
Explore insurance
Estate Planning
Taking the necessary steps now preserves the wealth you have accumulated, and reduces the time and confusion left behind for the people you care about.
Explore estate planning
Business Services
Retirement plans, employee benefits, pension analysis and Medicare — on the simple premise that more at retirement is better than less.
Explore business servicesNext step
Start with a conversation, not a commitment.
A Discovery Call is 30 minutes with a Lead Financial Architect. No preparation required, and no obligation to move forward.