Sound Familiar?
Where You Might Be Starting
- Nearly all of your net worth is tied up in the business you built.
- You've never formally protected the business against losing you or a co-founder.
- You have a rough idea of a succession plan, but nothing documented or funded.
- You're not sure how to start building wealth outside the business without taking money out of it at the wrong time.
Where to Start
Planning Areas That Apply to You
The S.M.A.R.T. Wealth Framework™
Business owners often need Protect twice — once personally, once for the business itself (key person, succession funding) — before Build can safely mean anything beyond the business's own growth.
FAQ
Common Questions
Is this different from advice my accountant or lawyer gives me?
It's complementary — we focus on the wealth planning layer (protection, diversification, succession funding), and coordinate with your legal and accounting advisors rather than replace them.
My business is still small — is this too early?
The specific risks scale with the business, but they exist from early on. It's easier to build good habits now than unwind concentrated risk later.