01
What I Speak About
Most business owners build a seven-figure income, not an eight-figure asset.
They earn well, pay brutal taxes, and stay trapped by a business that can’t run without them. Then when they try to exit, buyers tell them (politely) that they’re not buying a company, they’re buying them. Which means the only deal available requires staying on a leash for 3-5 years.
I teach audiences the four-pillar system ultra-wealthy families use to turn businesses into transferable generational wealth:
- Business design that creates enterprise value buyers actually want
- Proactive tax strategy that saves annually (not just reactive filing)
- Coordinated financial infrastructure that replaces the chaos of disconnected advisors
- Asset protection built to last 150 years, not just one generation
Audiences leave with a tactical roadmap they can implement immediately, not motivational fluff they forget by lunch
02
How I Teach It
I don’t lecture. I break down billion-dollar strategies into frameworks business owners can use the day they get home.
What makes this different from typical financial keynotes:
Real Numbers, Real Examples – I walk through actual case studies: the $8M business that cut taxes by $164K/year, the $3M company that increased valuation to $100M in 36 months. No theory. No “imagine if you could…” It’s what we’ve actually done.
Frameworks You Can Implement Monday – Every concept gets distilled into a simple system: the Four-Pillar Wealth Architecture, the Owner-Investor Checklist, the 150-Year Family Vision. Attendees leave with a roadmap, not just inspiration.
I Say What Most Financial Advisors Won’t – Like: your accountant is keeping you poor. Your wealth manager is using an employee playbook. Your business isn’t an asset if it can’t run without you. Audiences appreciate the honesty.
Stage Presence That Keeps Attention –The most common feedback I get: “I thought this would be over my head, but you made it so simple” and “I’ve been thinking about my business completely wrong.”
That’s the goal. I take strategies that billion-dollar families use, the kind of wealth infrastructure most people think requires a nine-figure net worth, and make them immediately actionable for everyday entrepreneurs
Testimonials
Leaders need an objective, external ‘finance team’ >> there are very few people that have all the skills to handle the complex needs of business owners. Justin is a wizard. If you haven’t seen his talk, seek him out
I love Justin’s passion to empower people to think bigger and the generational impact each of us can leave to others!
Great presentation… Excellent materials. Took lots of notes. Group interacted really well. He should present this to everyone.
About
About Justin
I used to believe the system was built to help successful business owners.
Then I met a founder who’d built a $7M company over 20 years, paid $1M+ in taxes in one year, and tried to sell. Buyers told him the business was worth maybe $1M because it couldn’t run without him. He thought he was building an asset. He’d actually built a high-paying job.
That’s when I realized: Most business owners are playing a game they don’t even know they’re in.
Their accountant files taxes, but doesn’t strategize to reduce them. Their wealth advisor uses the employee retirement playbook. Their insurance agent sells products without coordinating with anyone. Their business was simply a an income source. Nobody owns the outcome. And the owner ends up being the only true integrator of their own financial life, while also trying to run the company.
Meanwhile, ultra-wealthy families live in a completely different world. Once you hit $100M–$300M in net worth, you build a family office, a unified team whose only job is to align business strategy, tax planning, wealth management, and asset protection so that success becomes nearly inevitable.
I spent decades figuring out how to bring that model to everyday entrepreneurs business owners doing $1M–$10M in revenue who don’t have $100M but deserve the same level of coordination.
The results:
- Clients have saved over $75 million in taxes through proactive structuring
- Helped business owners exit for over $10 billion
- Founders navigate 8- and 9-figure exits without getting trapped in earn-outs
- Families build wealth infrastructure designed to last 150 years, not just one generation
Now I teach that framework as a keynote, showing audiences exactly how to stop treating their business like income and start treating it like the transferable asset it should be.
I’ve delivered this talk for Vistage, Four Rooms and Mindshare, and the feedback is always the same: “You made million-dollar strategies feel obvious” and “I’ve been thinking about my business completely wrong.”
My background is in academia, but the real education came from working with hundreds of business owners who were doing everything right and still not building the wealth they deserved.
I live in Utah with my wife and 4 kids.
Getting Started
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Empower Transformation
Empower your journey to generational impact. Explore our services to discover how we can help medical practice owners like you transcend financial boundaries. Contact us now and embark on a transformative partnership that goes beyond financial success—it’s about leaving an enduring mark for generations to come.
Stats
Our Transformations
Our Transformations signify real change. We’ve streamlined our processes and worked closely with healthcare professionals to save costs and support doctors effectively.
Million dollars saved
Doctors Helped
Speaking
As a former school teacher, I never stopped teaching—I just transitioned what I teach and who I teach. In my speaking engagements, I go beyond the basics, aiming not just for comprehension but to instill a new way of thinking—a vision of a future that can be your reality. My talks transform ceilings into floors, empowering you to make the generational impact you were destined for.
In the Media
To fulfill our mission of saving business owners $1,000,000,000, we believe in freely sharing our frameworks, systems, and solutions. Dive into podcasts, videos, articles, or social media—wherever you prefer to consume content, our strategies to revolutionize your financial landscape await.
Financial Services
In a financial landscape where most Americans find themselves far from financial independence, we’re here to redefine the norm. Our philosophy is simple: to become something bigger, we must do things differently. Our focus is foundational—we’re committed to helping you retain more of the hard-earned dollars you’ve created.
What sets us apart is a collaborative approach; we bring together a team of professionals—financial, insurance, legal, and accounting—all working seamlessly instead of in silos.
Our proprietary Generational Impact System bridges the gap between money and what truly matters. From saving on taxes to efficient debt payoff, eliminating unnecessary fees, reducing volatility, and protecting income to give you the permission to spend, our services automate savings and pave the way for a legacy that lasts.