Practically Independent Advisory Services

Practically Independent Advisory Services Money Coach and financial literacy advocate, providing practical advice to manage cash, manage credit, manage investments, and manage risk.

If you’re thinking about Exiting the independent business or franchise that you have spent decades building… why should ...
12/08/2025

If you’re thinking about Exiting the independent business or franchise that you have spent decades building… why should you hire a Management Consultant to help guide you through the Exit process?

Transitioning an owner out of a business is a pretty complicated process. An Exit Management Consultant will help you identify what needs done and prioritize exactly which actions need done in what order.

A good Management Consultant will have specific checkpoints for both the Owner and the Business. Each checkpoint will have inputs (data collection, questionnaires, document review), which the Consultant will analyze and create deliverables that will have specific recommendations for the Owner about what actions to take, processes to create/improve, and policies to implement, that will get your business ready to thrive, even after you have transitioned control to the new owner.

Join me and the NAVIX Consultants team on December 9 at 3p ET to hear real stories from real clients that highlight some of the biggest issues owners encounter and the strategies that helped them achieve strong outcomes.

Register here: https://www.navixconsultants.com/real-stories-real-results-navix-client-wins-in-2025

As always, feel free to reach out to me directly if you have any specific questions about how I can help you Exit your business successfully.

Nearly a third of small businesses plan to exit within 5 years, and 70% of those have no formal succession plan. The nex...
10/31/2025

Nearly a third of small businesses plan to exit within 5 years, and 70% of those have no formal succession plan. The next generation of entrepreneurs are taking notice, and starting to pounce.

Time to call me and NAVIX Consultants for help. We guide small business owners through preparing for a smooth and valuable exit. And the best time to get started is 3 to 5 years before you are ready to hang it up.

A wave of business transitions is reshaping Main Street — and it could reshape your life too.

I am excited to announce a new partnership between Practically Independent and NAVIX Consultants, bringing together my u...
10/11/2025

I am excited to announce a new partnership between Practically Independent and NAVIX Consultants, bringing together my unique perspective and their proven approach to help small business owners plan and prepare for their exit.

NAVIX helps business owners plan for and achieve financial freedom, create a sustainable business legacy, and exit on their terms. NAVIX is a dual-track process that prepares both the business and its owners for exit.

This approach aligns perfectly with the way I run my business and help my clients, and I couldn't be happier about our new partnership.

Reach out anytime, I'd love to talk with you more about my new endeavor!

Read more: https://www.practicallyindependent.com/exit-planning

I made the news!Associated Press: 12 Steps to Eliminate Debt and Build Wealth Hits  #1 in Personal Money Management on A...
05/16/2025

I made the news!

Associated Press: 12 Steps to Eliminate Debt and Build Wealth Hits #1 in Personal Money Management on Amazon.

Give your graduate the gift of financial freedom!This graduation season, you can give your graduate the gift of knowledg...
05/12/2025

Give your graduate the gift of financial freedom!

This graduation season, you can give your graduate the gift of knowledge that is not often taught in school.

You can help them avoid the financial missteps we all made!

Available now https://amzn.to/43cf2Z2

"Candid and refreshing" - SPR"Clear, practical and empowering" - NewInBooks"A fresh perspective" - ReedsyOrder yours tod...
05/04/2025

"Candid and refreshing" - SPR
"Clear, practical and empowering" - NewInBooks
"A fresh perspective" - Reedsy

Order yours today, and start your journey to financial freedom.

https://amzn.to/430FEvY

Address

4875 S Townsend Place
Boise, ID
83709

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 9am - 3pm

Telephone

+12088001109

Alerts

Be the first to know and let us send you an email when Practically Independent Advisory Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Practically Independent Advisory Services:

Share