Blue Sea Advisors Network

Business Longevity Check-up ©
Covid-19 has changed everything for most lower and middle market business owners in a little over a month. Take this completely confidential Business Longevity Check-Up to gauge where you stood before Covid-19 hit. This is your starting point.

 

Post-Covid-19, installing a Longevity Strength Plan will no longer be an option—it will be a condition of survival. Fortunately, this is the time to find some of the best ROI opportunities you will ever have.

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Can You Save Your Business and Assets in the wake of the COVID19 Pandemic?

Take this short 2-minute survey to see if you and your business could benefit from participating in a series of ongoing Board of Advisors Roundtable discussions, Q&A sessions, and action- based virtual workshops on meeting personal and business challenges in the wake of the COVID19 Pandemic. The first 3 sessions will be complimentary so you can determine if the Blue Sea Advisors Network panel of professionals can help you and your company survive the challenges immediately ahead.

Take Survey

Your Port of Departure

The Blue Sea Advisors Network specializes in Longevity Planning for middle market businesses and their owners.
Longevity Planning is a structured process for maximizing the value of your business, mitigating unnecessary risks, and preparing your team and family for lifecycle transitions.

We help our business owners answer the following important questions:

Valuation & Transition Planning

  • What is my business currently worth?
  • Do I have enough net assets to provide me with true financial freedom and security?
  • If not, how do I fill the financial gaps before I exit?
  • Start your business valuation here.
View Examples

Strategic Growth Planning

  • Should we invest in innovation?
  • Should we focus on continuous improvement methods? If so, which ones?
  • Should we acquire or be acquired?
  • Should we expand into new markets?
View Examples
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Succession & Retention Planning

  • Who should take over the leadership role?
  • Who needs to stay on board through a control transition?
  • How can we assure they stay?
  • Am I offering a buyer “transferable value?
View Examples

Lifestyle, Legacy, and Charity Planning

  • Will I end up financially secure?
  • Will I have the financial freedom to do what I want?
  • Will my family be adequately protected?
  • Will my life’s work have been worthwhile?
View Examples

Crafted for a Successful Voyage

BUSINESS VALUATION CONSULTING

If you’re a business owner, your company is most likely your most important and valuable asset.

Yet, if you’re like the vast majority of business owners, you don’t really know what your business is currently worth. It’s not your fault, because the process for determining business valuation used to be quite expensive ($8,000-$15,000+), time-consuming, and invasive.

But in this age of big data, that is no longer the case. We’ve partnered with the leader in business valuation software, BizEquity, to bring this important and powerful information to you at a fraction of the cost and time it used to take to get an accurate fair market valuation.

Planning for the longevity and continued health of your business needs to be an integral part of your retirement and estate planning strategy. Most business owners rely heavily on the equity value locked up in their businesses as a major source of funds to support themselves and their loved ones during their retirement decades.

It all starts with knowing what the current value of your most important asset is. You can’t really build a credible business longevity and personal retirement plan without it. You probably have all the information you need at your fingertips, if you have the last 3 years of tax returns, your sales by customer report, your executive compensation, and your normal annual financial statements handy.

Start Your Business Valuation Here

Consultancy
Blue Sea Advisors LLC is a fee-based think-tank, consisting of a collaborative network of top-notch professionals, helping Michigan manufacturing company owners maximize the transferable value of their businesses and properly prepare for what may eventually become the largest financial transaction of their lives. The starting point is providing our clients with an accurate yet affordable fair market valuation of their current businesses. Once we determine whether a financial gap exists between the owner’s financial lifestyle goals and the potential value of their net investible assets following a business liquidity event, we tap the intellectual muscle of our deep resource network to provide the precise set of strategies our clients need to fill that gap and attain personal financial freedom.
Independent Insurance Brokerage
Summit Legacy Advisors LLC, is an independent insurance brokerage affiliate that assists our Blue Sea Advisor business clients, their families, and their key employees in obtaining tax-efficient, comprehensive and cost-effective asset and income protection to achieve their wealth creation, preservation, and protection goals for a lifetime of financial security. In this capacity, we receive compensation solely from the insurance carriers our clients choose. Using proven techniques for throughput enhancement, operating expense reductions and elimination of unnecessary WIP inventories, we provide our clients with the funding necessary to put in place critical coverages necessary to protect our owners’ most valuable assets and income streams.
Experience and Professional Expertise
Together, our twin-hull enterprise combines decades of real world business experience and professional expertise in designing and implementing strategic growth, internal succession, key employee retention, business transition, personal financial security, and legacy plans for business owners and their loved ones.

As the business owner, you are the Captain and ultimate architect of your financial destiny. But having a close, trusted mentor–one who can serve as your First Mate behind the scenes–can greatly assist you in designing and executing the right growth and transition strategy, often involving a multitude of critically-important tasks you have neither the time, desire, or expertise to implement and coordinate on your own.

Make the Voyage

About Gary T. Rose, J.D.

Business Advisor

As a former practicing business and estate planning attorney, construction industry C-level executive and business owner, early stage business investor and consultant, property and casualty counselor, life insurance professional, and real estate broker, I bring my business clients a rare set of skills, experience and perspective, together with a top-notch consortium of collaborative professional, legal, accounting, and tax specialists to help business owners design and implement proven processes for achieving a successful business transition for themselves and their companies.

Learn About the Blue Sea Advisors Network

Some of our Industry Experts Within the Blue Sea Advisors Network

Constraint Management Implementation Managers
Managerial Accounting Dashboard and Data Experts
Fractional Chief Marketing Officers for opening new market opportunities
R&D Tax Credit Attorneys with audit-proof processes
Cyber-Security P&C Specialists
EOS Implementers and Integrators
IP Attorneys that build enterprise value
Creative Innovation Think Tanks
Industry 4.0 Automation Analysts

Here’s Some Reviews of Our Prior Engagements

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★★★★★

“I first met Gary in 2016 when we were both involved in resisting a conservation authority’s plan for unreasonable restrictions which would detrimentally affect an area not only in which we both owned property, but which would adversely affect thousands of other property owners. Ultimately the plan was defeated through the mobilization of thousands of property owners who Gary, I and a number of other people advocated on behalf of. During this process, Gary was deeply involved in legal and other research to determine not only the legality of the plan but to find alternatives that had been utilized elsewhere to address the same concerns but not in such a heavy handed manner. Throughout the process Gary worked incredible hours, communicated constantly to keep people advised and was generally passionate, practical and efficient in all of his dealings. In other words he was just the person you wanted on your side.”

-Grant Sawiak

★★★★★

“Gary is not only knowledgeable and thorough, he is personable. He makes difficult things easy to understand, and removes the fear from the things we really need to do. I highly recommend Gary.”

-Mike Gruley

★★★★★

“Gary is a trusted advisor. He has a wealth of experience and expertise that he skillfully manages with a pragmatic approach.”

-Nicolas Camargo

★★★★★

“Gary was a very prominent ally to have in our corner during our fight with a misguided local government bureaucracy. He was tenacious, honest, fearless, tireless and very effective. This was several years ago but he still continues to monitor things on our behalf. Get this guy in your corner!”

-Bob Burchell BA, DDS, MSc Endo (Mich)

★★★★★

“The service I receive is outstanding – I’ve been working with Gary for about 4 years and he’s NEVER let me down. Gary goes out of his way to explain situations to you. His emails are detailed and heart felt and you can tell that he truly wants you to understand your options. He really puts a lot of love into his work and you can see it. This isn’t a “job” to him, it’s his life. I love working with Gary. It’s hard to find good people these days and he’s one of the best there is.”

-Kevin George

★★★★★

“Great guy! Intelligent, honest and knowledgeable!”

-Joel Dorfman