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Business Info

What does your company do?

We do exit planning for business owners so they can successfully sell/transition their business and receive the maximum value for it. It is a process, not something that is done overnight.

I am an wealth manager and my wealth management business is Bellwether Financial. I'd like something that uses Bellwether (meaning leader) helping busy business owners successfully navigate all the issues they will face when preparing to sell/transition their business.

Do you require that a .COM or other URL be available for the new name?

No

Target Audience

What is your industry?

Financial Services

Describe your customers

Business owners. At least $1 million in sales.

What 3 things do you want your company name to communicate to your customers?

Leading the way. Navigating the myriad of complex issues and working as a team with current advisors.

List the names of your top three competitors

Investment bankers think they do this as do lawyers and CPAs. But they really don't do it.

Style and Concept

What character, tenor, or spirit do you wish to convey?

Helpful, service, bringing value and not trying to sell a product.

Are there specific words or phrases you do not like?

Not that I can think of.

Are there specific words or phrases you like?

Not that I can think of.

Do you have other info you want to share?

I'd like the word Bellwether used somehow.

Materials

Contract
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