Basic Information
-
Company
Wealth Strategies Advisory Group -
Phone
512-548-5656 -
Mobile phone
512-738-4685 -
Email
corwin@wsagus.com -
Describe How You Would Like To Be Introduced Via Email
Hello Referral and Corwin,
Referral, meet Corwin. His team helps business owners like you plan for the future of their business with the exit in mind and will be a great resource as you continue growing your business.
Corwin, meet Referral. Referral owns XYZ Inc. and they have grown rapidly over the past 2 years. Referral wants to connect and discuss planning for the business, goals, and how to reach them.
Y'all take it from here and let me know if there is anything I can do to help.
-
What is your "why"? Why do you do what you do?
I am passionate about helping people and I love entrepreneurship so I mixed the two and became an exit planner to help business owners capitalize on their most valuable asset and secure their future after they leave their business. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
What role does your business need to play in helping you achieve financial freedom?
How do you see your involvement in your business changing or evolving in the future?
What do you think will happen to your customers, your vendors, your employees, and your competitors if something happens to you?
What is your plan for your ownership interest in your business? Do you plan to pass ownership along or arrange for a sale someday?
Given your buyer (or successor) plans, have you thought about who the best leader for your business might be? -
Unique Selling Proposition
We are among the few teams in Texas providing consulting, solutions, and professional resources to help business owners protect, grow, and sell their businesses on their terms. -
About me
I grew up in Liberty Hill, Texas. My wife Ashley is from south Austin. We live in Round Rock with our springer spaniel, Goose. -
Profession
Wealth Advisor -
Title
Certified Exit Planner -
Hobbies and interest
Outside of my professional life, I am a competitive golfer and adventurer. Whether hiking, road-tripping, camping, hunting, golfing, or going to the park to play frisbee with my springer spaniel, Goose. There is always an outdoor adventure waiting. -
Website
www.wsagaz.com
Contact Information
-
City / Town
Liberty Hill -
State
TX -
Zip
78642 -
Country
United States -
Special offers to the group
Complimentary BizEquity business valuation with every planning engagement -
Google Business Review URL
N/A -
LinkedIn Profile
www.linkedin.com/in/corwindavidson
Education
-
College / University
Texas State University - San Marcos -
Graduation Year
2011