ABOUT

We have a passion for small business in America. We believe that small businesses are the true heartbeat of our great country. We aim to bring business strategies that are commonly used by Fortune 1000 companies to main street.

If you are not willing to risk the usual, you will have to settle for the ordinary. — Jim Rohn

56852

US National Debt $ Per Citizen

9736

US Revenue $ Per Citizen

Trillion $ for National Health Spending by 2020

120000

Average $ cost to replace two employees

CHALLENGES

Many small business owners tend to think that the cards have been stacked against them.

TAXES

The US is the only developed country in the world where the majority of companies are not C-Corps. 75% of businesses are set up as pass-through entities. Small Business plays a huge role in our economy yet can carry the largest burden.

INCREASING COSTS

Increasing costs in health care, energy, travel, price of goods, etc., make it challenging for business owners to find capital to support growth.

SKILL SHORTAGES

Business owners feel under-resourced from a talent perspective, and can’t compete with large businesses in their ability to attract top talent.

FATIGUE

All problems facing small business owners ultimately can lead to burn-out for them and their families. Fear of losing momentum keeps them from taking breaks, working longer hours than employees, and making rash decisions.

SOLUTIONS

Because of our team’s backgrounds, experience, and education, we are aware that small business owners do not have access to the same strategies and advantages that are being leveraged by our countries largest companies.

Our mission is to bring those same strategies to our small business owner clients. Our business thrives when our small business clients are thriving. We have created models that produce win-win scenarios for business owners and their employees.

TAX

Our strategies are similar to those used by the companies you read about in the news. Most small business owners are not aware of them. We can save on average 30% for our clients.

EMPLOYEE SKILLS

The team with the best players often wins. Our strategies build skills in brand management, sales, marketing, leadership, and conflict management.

HEALTH

Individual health insurance policies that are purchased by the employee based on their personal needs and budget. Businesses then reimburse employees for their premiums, up to a set allowance amount. Business owners no longer have to choose OR manage a company group plan!

CULTURE

Create higher levels of self awareness for each individual.
Create proven systems to foster unity across the organization.

Younify Consulting Financial Strategies for Small Businesses, Law, Accounting

Vision: Uniting business owners and their employees.

Mission: To design and implement Fortune 1000 financial and human capital solutions in a turn-key package for small business owners.

Values:

Make it personal
Relentlessly seek improvement
Honesty before harmony
Be a life giver
Others focused

TEAM MEMBERS SEEN ON

WHY WE EXIST

As small business owners ourselves, we have been through it. An idea is born, passion builds up, and vision is created. Hard work, obstacles, disappointments, long hours, failures, and then you begin to experience success. The success you have been waiting for often comes with a brand new list of problems. Next thing you know, your tax bills eliminate needed capital for expansion, health care costs rise, money management becomes challenging, you balance quality with growth, labor costs rise, and you feel like you are in react mode every day and have lost the ability to be proactive in your business and take ground.

We have been there. We want to know that our clients have access to the same advantages that their competitors potentially do. We want to make sure that the efficiencies needed to compete in this space are utilized by our clients.

The bottom line is that we are passionate about small business in America. Small business will continue to drive our economy. Over 50% of our work force is employed by small business. We want to be an organization delivering highly impactful solutions in this arena. When we meet new clients, we often hear a theme we call “owning the prison.” Our goal is to teach our clients strategies that will give them the best opportunity to take it over again. Our strategies are meant to provide higher levels of freedom to our clients.

We, along with our clients, have experienced how running a business with mission ignites passion across the entire organization. Here are a couple non-profit organizations we support.

OUR SKILLS

CEOs of the largest companies in the world have every skill set, degree, background, expertise on their payroll. Many of them. This is the main reason that these companies are able to leverage the most impactful strategies to facilitate growth. Imagine having more tax attorneys on your payroll than the IRS. This comes with advantage.

We have compiled a team of people with these skills, degrees, backgrounds, and expertise. Our value model is meant to put this team around our small business owner clients. Our team has backgrounds in Fortune 100 companies in the areas of legal, accounting, finance, sales, sales management, sales training, analytics, operations and technology.

LAW

Tax
Corporate
ERISA

ACCOUNTING

Forensics
Business Valuation
Fraud Examination

FINANCE

Personal
Corporate

MANAGEMENT

Leadership
Sales
Training

EXAMPLES OF OUR IMPACT

Homebuilder

Client: Homebuilder in Colorado with a large group plan with 148 employees participating. The monthly group insurance cost was $88,497 to the company. Action: Implemented the Design Health solution, which reduced monthly cost to $49,777 for the company. Result: 44% annual savings ($464370 annually) to the company.

Auto Collision Shop

Client: Auto Collision shop in Colorado that had a small group plan with 13 employees participating. The monthly group insurance was $5,782 to owner. Action: Implemented the Design Health solution, which reduced monthly cost to $3,600 for the owner. Result: 38% annual savings ($26,184 annually) to owner.

Younify Consulting Financial Strategies for Small Businesses, Law, Accounting-financial-vet-colorado-springs

Veterinarian Practice

Client A Veterinarian Practice, a two-practitioner office (one owner) with 11 full time employees, doctor – age 40. He has gross receipts of $1.8mm and a Simple IRA. Provider wants to retire at age 65 and sell his half of the practice to the younger provider. Also wanting to ensure that future needs were identified…

Younify Consulting Financial Strategies for Small Businesses, Law, Accounting-contractor-homebuilder-colorado-springs

Building Contractor

Client A building contractor with 14 employees – age 51. Gross receipts of $6mm and currently has 401(k) and Simple IRA in place. Wants to retire at age 60 and sell business to his son. He only had $350k in retirement income saved thus far. Business Challenge The retirement funds offered to the employees were…

Younify Consulting Financial Strategies for Small Businesses, Law, Accounting-medical-health-colorado-springs

Physician

Client A Doctor from Colorado Springs, single practitioner working at a hospital, age 55. He has adjusted gross income of $598,782 and a 401(k) with additional IRAs. The goal is retirement at age 66. Taxes paid in 2010 – $106,403; in 2011 – $160,000; and in 2012 – $165,000 (prior to implementing any Business Efficiency…

JUSTIN ROSS

Justin started his career as a professional
baseball player with the Anaheim Angels
and then a coach at Arizona State University.
He learned the differences between good
teams and bad teams, and has brought those
learnings to business. He has Fortune 100
experience in Sales, Training, Management,
Marketing, Sales Analytics, and Operations.
He has trained over 10,000 people in topics
such as Leadership, Culture Development,
Integrating Sales and Marketing Resources
to Psychological Preference, Conflict Management,
and Strategic Decision Making.

Chief Executive Officer
FRANK RIEDEL IV

Frank Riedel IV has over two decades of experience as a
successful business owner and trusted advisor in his industry.
As a Wealth Strategist Frank works diligently to improve the lives
of those around him. Frank is greatly respected by his colleagues
and his body of work has been featured in publications such as
Vanguard and Advisor Today magazines. Frank has led teams of
highly respected professionals dedicated to providing education
and training to individuals and business owners. Traveling the
country speaking to individuals and business owners, Frank has
dedicated his professional life to expanding True Financial Literacy
to countless people. In 2010, 2011 & again in 2012, Frank was
recognized as one of the Nation’s Top Advisors in his industry.

Vice President of Business Development
BOBBY HANCOCK

Bobby Hancock brings 25 years of accounting
and management experience to the table. In
addition to a Bachelor of Business Administration
in Accounting, he is also a licensed Certified Public
Accountant (CPA) with specialty credentials in
forensic accounting; Accredited in Business Valuation
(ABV), Certified Fraud Examiner (CFE), Certified Valuation
Analyst (CVA), and Certified in Financial Forensics (CFF).

Bobby is a member of the American Institute
of Certified Public Accountants as well as the
Colorado Society of Certified Public Accountants,
National Center for Employee Ownership, and a
member of the National Association of Certified
Valuators and Analysts. Bobby also served
as the Chief Financial Officer of an Energy Company.

Lead Tax Strategist
DOUG GOLDBERG

Doug is an Attorney and Counselor at Law whose 30-year
law practice is concentrated in the areas of trusts and
estates, business representation, asset protection
and tax planning. He is licensed to practice law in all
state and federal courts in Colorado and is a principal
of Goldberg Law Center, P.C.

Doug received his undergraduate, MBA and law degrees
from the University of Denver. He has authored or
co-authored five books on estate planning and
related topics.

Lead Legal Consultant
SHANNON ROSS

Shannon was the youngest Vice President in the
history of Verizon, one of the 10 largest companies
in the world. She has a Masters of Business
Administration and helps guide the quarterly
processes with YOUnify clients. She also serves on
the Board of Directors for 3 different organizations.

President
JOSIAH ALLIS

Josiah is the Co-Founder of Design Health,
a solution that helps small to medium size
businesses provide affordable, defined
contribution health plan options to their
employees. Josiah is considered one of the region’s
foremost experts on Defined Contribution Health
Plans and in 2012, he was selected by CIGNA to
serve on their national advisory committee.
He has also testified before the Colorado
Division of Insurance and consulted with
legislators from both the Colorado House and
Senate on healthcare legislation.

Lead Health Expert
NATHAN YEOMANS

Nathan Yeomans is the Co-Founder of Design Health,
as well as a lead consultant to small business owners
in implementing Fortune 1000 strategies in Finance.
The Design Health strategy has helped clients in over 25 states.

Senior Consultant
RYAN WEST

Ryan West is a Certified Forensic Interviewer through the Center for Interviewing
Standards and Assessment, Wicklander-Zulawski "certified" for interviews and
interrogations, Loss Prevention Qualified through the Loss Prevention Foundation,
and a published author on the subject of workplace drug and alcohol addictions.
Ryan received his bachelor’s degree in criminology from Indiana University of
Pennsylvania and his master’s degree in organizational psychology from Southern
New Hampshire University. Ryan serves as YOUnify’s lead consultant in human capital,
the most overlooked category within the small business space with the highest opportunity
for yields. He is passionate about teaching professionals across a variety of disciplines how to detect deception and fast-track their way to the truth in any situation - from human resource managers and attorneys, to clinical therapists and sales professionals. Ryan is also a body language expert and well-versed in applying the Myers-Briggs personality theory to promote a positive culture change within the workplace.

Lead Consultant, Human Capital

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