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The Business Owner's Wealth Extraction Roadmap

Your business generates revenue. The question is how much of it actually becomes your wealth — and how much disappears to taxes, poor entity structure, or an exit you never planned for. This roadmap covers the decisions that separate business owners who build generational wealth from those who just build busy companies.

For entrepreneurs doing $500K+ in annual revenue or planning a transition within 5 years.

What's inside

Tax Architecture

  • Is your entity structure optimized for how your business actually operates today?
  • Have you evaluated a Qualified Small Business Stock (QSBS) exclusion — before it's too late to qualify?
  • Are you running a multi-year tax projection, or just reacting every April?

Owner Compensation & Cash Flow

  • Are you paying yourself the right mix of salary, distributions, and retained earnings?
  • Do you have a system separating business cash, tax reserves, and personal wealth?
  • Have you set up the right retirement plan — Solo 401(k), defined benefit, or cash balance?

Business Valuation & Equity

  • Do you have a current, independent business valuation — even if you're not selling?
  • Have you identified the 3-5 value drivers that would matter most to a buyer?

Exit & Succession

  • Have you modeled the after-tax proceeds of a sale at your current valuation?
  • Do you have a buy-sell agreement with your partners (if applicable)?
  • Are you using estate planning vehicles to transfer business interests at today's valuation — not tomorrow's?

The Advisory Team

  • Do you have all four: financial planner, CPA, estate attorney, and M&A advisor?
  • Are all four working from the same playbook — or operating in silos?

...plus installment sale strategies, Charitable Remainder Trusts, IDGT estate planning vehicles, and post-exit wealth management.

Get the full roadmap — free.

The wealth extraction plan your advisor should have built on day one.

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