Business.
Personal.
Financial.
We work. You prosper.
What’s your dream?
Is it financial independence, growing wealth, building a family legacy, retirement, creating a meaningful life? Do you want to start a business, scale your enterprise, or create an exit strategy to optimize value and sell your company for maximum value? We can help.
All we have to offer is success.
We don’t sell insurance, investments, or legal advice. We are uniquely positioned to help you achieve your goals because that’s exclusively what drives us. Booking just one free session with us will probably be the best investment you make in yourself, and your business this year.
What’s your plan?
“Along the path to pursuing their life’s ambition people hit runs of bad luck and situations that can take them out. There is no shortage of randomness and horror that can wipe you out even if you are doing your best. But you do not have a better plan than to do your best, and it tends to work much better than you think it will.” - Jordan Peterson.
A good plan = freedom. Do you have a plan to make your dreams real and avoid common mistakes? What are your Wealth, Profit & Value Gaps or Financial Independence Score, or Work-Life Balance Index? Do you have a holistic plan to keep your personal and financial life on track?
Success is a team sport.
Things never go according to plan. Trustworthy advisors help you recalibrate when life circumstances interrupt your plan and help you avoid common mistakes that steal momentum, resources, and precious time.
Most importantly, they help you stay motivated and focused as you implement your plan, and help you adjust to new life seasons, relationships, crisis, and interests.
Who is on your team?
Plans fail for lack of counsel, but with many advisers they succeed. Proverbs 15:22
Most people form a team of advisors, financial planners, attorneys, CPAs, personal coaches, counselors, and mentors on an ad hoc basis as needs arise. Unifying your advisors' various recommendations and conflicting methodologies can be challenging.
We specialize in aligning your team around a common, unifying perspective - your specific needs and goals. This ensures all your advisors can work together to achieve the right outcomes for your personal finances, your business, and your life.
We’re big on tangible deliverables.
We incorporate proven methodologies from Ramsey’s Financial Peace University, EPI’s Value Acceleration Methodology, and others to ensure your financial life is on track and your business is building wealth throughout your life, career, retirement, and beyond.
And should the time come, we can help you exit your business when you want, how you want, on your terms, with maximum value. One meeting with us will open your eyes to new possibilities and upside you probably you never thought possible. What are you waiting for?
“Life is what happens to you while you're busy making other plans - John Lennon
Meet your new advisor.
Experience
Matthew Hugg is an exited founder, Certified Exit Planning Advisor (CEPA) and a Ramsey Master Financial Coach (RMFC). He is an entrepreneur with over two decades of experience in launching, scaling, and selling businesses.
“I’m passionate about helping people succeed. I help my clients navigate circumstances with tailor-made strategies that work. Whether you’re a business owner looking to sell your business, a startup founder looking to raise capital, or simply looking to get debt free and build personal wealth; helping people achieve success has become a personal passion.”
- Matthew Hugg
From Stuck to Successful.
“We ALL need help identifying the friction points and blocks to our success in business and in life. There is ALWAYS a way to be successful. Good advisors see things that get lost in our blindspots and help us remove barriers to achievement with a realistic and holistic plan. A plan is absolutely necessary because any action NOT rooted in a plan is just a guess and all you can do when you’re guessing is wish for the best.”
- Matthew Hugg
Authenticity
Drawing from both his successes and failures, Matt sees and helps his clients gain a vision of a better future regardless of their current state.
“Whether they’re in great shape, or need a lot of work; everything is fixable and can be improved. I use an array of methodologies and pull from my experiences because every client is unique. I take a holistic approach to consulting that considers the clients’ personal, family, retirement, and business exit-planning and value growth needs.”
- Matthew Hugg
Matt lives in Northern California with his wife where they homeschool their five children and enjoy the mountains, coast, lakes, and traveling throughout wine country. His wife is a sommelier and personal chef.
Jessica H.
Founder/Entrepreneur
“Matt has an intuitive ability to zero in on the obstacles to success that need to be removed. In my business he was able to quickly identify ways to help me scale up, maximize my productivity and profitability, and helped lower my stress to maintain a good work/life balance and make more money in the process by streamlining simplifying my operation.”
Aaron A.
Founder/Inventor
“Matt helped us develop a world-class MVP and ultimately helped us land a contract with the largest customer in our industry. He collaborated with our team to systematically refine the product until it matched what the market wanted which has been essential to our success.”
Tom H.
Founder/Inventor
“I appreciate that Matt is big on tangible deliverables and outcomes. In addition to being a great advisor, he helped me stay encouraged and focused. His mentoring included tangible tools along with soft skills and high-level principles that I’ll use forever. These were a foundational starting point to launch and grow our business.”
How can we help you?
Identify your starting point
Let’s take a personal, professional, and financial goals assessment to determine your starting point.
Forecast with confidence
Learn to spot trends, pivot, and ensure you and your business can thrive in any business environment.
Raise capital
Need money to launch, expand, or exit? Make the process of raising capital fun, fair, and effective.
Develop your product
Remember those amazing ideas locked up inside your mind? Make them real.
Branding with excellence
Create brand integrity with a marketing narrative that inspires your team, your customers, and your market.
Empower your team
Founders can’t do everything. Build a great team you can trust.
Sell your vision to others
Learn to present yourself, your business, and your concepts to customers, your team, and investors with confidence.
Protect your ideas
Great ideas are worth protecting. Learn to patent and copyright your unique products like a pro.
Build great culture
Learn to build and harness the energy of a healthy culture to catapult your business forward.
Expand your business
Break through walls to turn your small business into an empire with proven tools to scale.
Chart a path to market
Develop and implement effective, capital-efficient strategies to launch your product.
Plan your exit
Take a proactive approach to preparing for what comes next. Spoiler Alert: you need to do it sooner than you think to optimize your company value!
Choose your starting point.
Business Startup
Coaching
Are you ready to get that idea off the napkin, out of your head, and into reality?
Let us help you launch by covering the basics of launch from business formation, MVP development, test market strategies, raising capital, cap table management, branding, IP protection, and other elements designed to help keep you and your team focused on what matters most.
Value Acceleration Coaching
Congratulations your business is growing and new challenges are everywhere!
Now what?
Using EPI’s Proven Value Acceleration methodology and tools developed over decades, we provide you with a preliminary business valuation, and benchmark your business against similar businesses that are achieving best-in-class earnings and profit. Then we’ll help you discover key barriers hindering your growth and help you create operational systems, refined processes, and build a healthy team culture that make your business best-in-class.
Exit Planning &
Transition Consulting
Well done. You’ve built something special and are looking ahead to a generational transition, acquisition, or planning an exit. What are your options? How do you value your business? What types of buyers are available to you? What terms best suit your goals? How do you set up the next generation for success?
As a CEPA, Matt will help you explore strategies that let you optimize net proceeds and reap the benefits of your hard work as you prepare for an exit.
Personal Financial
Coaching
What do you want to life to look like in 2, 10, or 25 years?
Do your dreams seem out of reach? Are you confident your financial plan is going insulate you from risk, let you retire with dignity, bless your next generation?
As a Ramsey MFC, Matt will help you build a financial plan to eliminate stress, worry, and help you gain financial independence and true wealth.
Iben A.
Influencer & Entrepreneur
“Matt can sharpen your focus extremely well. His ability to discern the opportunities and obstacles and help you work through strategies saves a tremendous amount of time and energy. If you need help getting your dream off the ground, do yourself a favor and book a couple sessions with him. You’ll be glad you did.”
Stephanie M.
Start-up Investor
“Matt knows how to formulate a start-up narrative and deliver it in a compelling way. His understanding of entrepreneurs, their strengths and weaknesses, and his love of the entrepreneurial spirit is contagious.”
Brennan B.
M&A Attorney
“Matt knows how to navigate negotiations and structure deals that enable all parties to win and move forward in a way that is fully aligned.”
