BUSINESS LIFECYCLE
The Emerging
Business
Stage l
Stage lll
Stage ll
The mature
business
Review key
employee
insurance
plans
Advance
state
planning
Continued
growth
Experienced
management
Quality focus
Customer and
market
orientation
Renewed
innovation
Regained
flexibility
Return to
risk taking
The Successful
Business
Personal Financial
Planning
Established
Clientele
systems
Positive
cash flow
and financial
stability
Rapid
growth
Managerial
Conservative
Survival
oriented
Entrepreneurial
Establish
systems
Obtain
clientele
Cash short
Fast paced
Flexible
Customer
service focus
Financial
protection needs
personal
state
planning
Procedure/
efficiency
orriented
Business
Stages
Employee
Benefits
Personal
Benefits
Business
Continuation
