I am a Certified Senior Advisor connecting other professionals in the Senior Care Industry in an effort to support our most vulnerable population- our elders.
Licensed Business Broker DRE # 01417096 / 02114767 & Certified Exit Planning Advisor (CEPA)
Licensed Business Broker DRE # 01417096 / 02114767 & Certified Exit Planning Advisor (CEPA)San Diego, California
Amy Wirtz is a consultant with The Family Business Consulting Group specializing in shareholder value enhancement, business planning processes, and transition implementation of management, leadership or ownership of a business. Amy enjoys the complexity of the family, business and ownership systems. Having been part of a family business she enjoys how owners think.
We focus on Health Care Industries: Hospice, Home Health, Home Care, Assisted Living specifically. For many years I owned and operated Home Care/Home Health Agencies and I have a unique insight to what these entities need to build both intangible value and tangible value to achieve a successful exit.
During an initial phone consultation with a prospect we determine together what the business owners goals are. We identify if they want to sell now or if they interested in building value to sell in years to come. Depending on the outcome of the call, we will either perform a Broker Opinion of Value – which will give them quantitative proof of the value for the business, then visit options at that point for listing the business. If building value is the goal, we have our prospect complete a Value Builder Score questionnaire which will tell us the areas of strengths and areas of opportunity for the business. We offer a 12 month program to help business owners move from concepts to action, integrating exit strategy practices into daily operations for their business by focusing on creating value. This way when the time comes to transition out of the business, they are poised for a successful exit.
I am a mother of 3, wife and entrepreneur. I love to read in my free time and enjoy outdoor activities, such as surfing, snowboarding, and boating. My passion is really to help change the lives of others and to lead by example showing others you can have it all. My mission is to help other business owners create value in their business and exit on their own terms, harvesting the wealth they spent years accumulating.