Blog
Why Making Money Isn’t Enough: The Shift to Owner-Investor Wealth Building
by Justin Maxwell | November 5, 2024 | Business Success, General Financial | 0 Comments
Why Business Owners Often Fall Short in Wealth BuildingThe Mindset Shift: From Owner-Operator to Owner-InvestorKey Steps to Building Generational Wealth as an Owner-InvestorMaking the Shift: From Money-Maker to Legacy BuilderConclusion: The Path to Owner-Investor...
Comprehensive Wealth Management: Why Diversifying Your Financial Strategy is Key to Long-Term Success
by Justin Maxwell | October 16, 2024 | Business Success, Exit Ready, Tax | 0 Comments
Understanding the Business Owner QuadrantShifting to the Owner-Investor MindsetThe Power of the Family Office ModelCreating Your Own Family Office EnvironmentIdentifying the Right Tax TeamProactive Tax Planning for WealthDiversifying Income and InsuranceBuilding Your...
Comprehensive Wealth Management and Exit Planning: Lessons from Youth Sports Specialization
by Justin Maxwell | September 10, 2024 | Business Success, Exit Ready, Tax | 0 Comments
The Pitfalls of Specialization in SportsThe Pitfalls of Specialization in FinanceThe Power of Diversification: A Holistic Wealth and Exit Planning TeamApplying the "What the Heck" Principle in FinanceThe Bottom Line: Comprehensive Wealth Management for Long-Term...
Business Growth and Exit Planning: Key Strategies for Success
by Justin Maxwell | September 10, 2024 | Business Success, Exit Ready | 0 Comments
1. Clarity of Vision and Long-Term Goals2. Build Scalable Systems3. Leverage Technology for a Competitive Edge4. Embrace Continuous Improvement5. Start Planning for Your Exit Early6. Avoid Reactive Exits7. Align with a Greater PurposeConclusion: Business Growth and...
Powerful Tips for Mastering Year-Round Tax Planning and Reducing Your Tax Bill
by Justin Maxwell | August 30, 2024 | Tax | 0 Comments
The Importance of Year-Round Tax PlanningIdentifying the True Tax SeasonSteps to Effective Year-Round Tax PlanningAdvanced Tax Reduction StrategiesThe Role of Specialized Tax ProfessionalsOngoing Tax Planning and Follow-UpEvaluating Your Tax TeamBig Life Financial's...
Maximize Your Wealth Potential: Aligning Your Wealth Team for Success
by Justin Maxwell | August 9, 2024 | Business Success, General Financial | 0 Comments
As business owners, we understand the importance of having a cohesive team that works together towards a common goal. But what happens when your wealth team isn’t functioning as a unified whole? Imagine this scenario: you have a group of sprinters at the starting...
How to Assemble a World-Class Family Office Team
by Justin Maxwell | August 6, 2024 | General Financial | 0 Comments
How to Assemble a World-Class Family Office Team At the level of wealth many business owners play at, it's crucial to build a family office style team of professionals. You need a comprehensive team for each area of finance, which we call departments, rather than...
Unlock Explosive Business Growth: Proven Strategies to 10X Your Company’s Value in 5 Years
by Justin Maxwell | July 25, 2024 | Exit Ready | 0 Comments
Introduction Unlock the secrets to explosive business growth and discover how to multiply your company's value tenfold in just five years. If you're a business owner with ambitious growth goals, you're in the right place. In our recent webinar, Big Life Financial’s...
Mastering Digital Marketing in Healthcare: Insights from Billion-Dollar Marketer Dennis Yu
by Justin Maxwell | February 19, 2024 | Business Success | 0 Comments
In the ever-evolving world of digital marketing, where the line between genuine engagement and fleeting gimmicks often blurs, Dennis Yu emerges as a beacon of clarity and wisdom. With an illustrious career shaping the marketing landscapes of giants like Nike, Golden...
Dynasty Trust Structure for Generational Wealth | Build & Protect Legacy
by Justin Maxwell | August 14, 2025 | Generational | 0 Comments
Why Generational Planning Matters If you’re like most entrepreneurs pulling seven figures, your focus is income, investments, maybe assets, not the dynasty trust structure that protects them. But very few think about how wealth works generationally—how it moves, how...
Exit Alternatives for Business Owners That Preserve Legacy (Not Just Payroll)
by Justin Maxwell | August 13, 2025 | Business Success, Exit Ready | 0 Comments
Exit Alternatives For Business OwnersThe False Choice: Exit or ExhaustionThe Third Option: Build to Keep, Not Just SellExit Alternatives for Business Owners Building Defensibility Without Selling OutCase Study: The “Barbara” DilemmaYou Don't Have to Sell to WinClosing...
What Every Investor-Ready Business Owner Understands (That Most Never Will)
by Justin Maxwell | August 7, 2025 | Business Success | 0 Comments
What Most Founders Get Wrong About Being An Investor-Ready Business OwnerInvestors Don’t Buy Hope. They Buy Models.The Sausage Factory: Inputs → System → OutputCosmetic vs. Structural ReadinessThink Like an Investor—Even If You Never SellModeling Creates LeverageYou...
Owner-Investor Mindset: Grow, Protect, and Exit Without Losing Control
by Justin Maxwell | August 6, 2025 | Business Success | 0 Comments
Escaping the Founder’s Trap Becoming an Owner-Investor: Why High Income Isn’t FreedomRecognizing the Founder’s TrapLever One: Structural Ownership DesignLever Two: Investor-Level Financial ModelingTracking EBITDA and Margin VarianceOperational Efficiency Over...
Generational Wealth Inheritance: Should You Leave an Inheritance?
by Justin Maxwell | August 1, 2025 | Generational | 0 Comments
Generational Wealth Inheritance: IntroThe Problem with Traditional InheritanceShifting Your Mindset: Personal Wealth to Family WealthCreating a Culture Around Family WealthSetting a Long-Term VisionPractical Steps for Managing Family WealthRedefining Generational...
How to Know If a Deal Is a Good Deal: Acquisition Evaluation for Small Business Owners
by Justin Maxwell | July 31, 2025 | Business Success, Exit Ready | 0 Comments
How to Know if a Deal is a Good DealFour Financial Drivers That Matter FirstThe Case Study Walkthrough: CleanFlow Linen AcquisitionHow to Model the Deal YourselfGather the Top-Line NumbersCreate a Simple Debt ModelAdjust EBITDA for Real OwnershipBuild the Synergy...
Entrepreneur Led Wealth Orchestration: Building Generational Legacy Beyond Income
by Justin Maxwell | July 25, 2025 | Generational | 0 Comments
Entrepreneur Led Wealth OrchestrationWhy Your Team, Not the Government, Is Costing You WealthMillion-Dollar Vision vs. Million-Dollar IncomeFrom Opportunism to OrchestrationSimple Leaks, Massive Impact: Automate Your SavingsWealth as Legacy: Vision, Values, and the...
How to Execute Mid-Market M&A: A 7-Step Guide for $500K–$10M Business Owners
by Justin Maxwell | July 24, 2025 | Business Success, Exit Ready | 0 Comments
Mid-Market M&AStep 1: Define Your Investment ThesisStep 2: Build Proactive Deal FlowStep 3: Model Deals Using Cash Flow and DCRStep 4: Evaluate Risk and Deal AdjustmentsStep 5: Structure Your LOI with PrecisionStep 6: Drive the Negotiation with Speed and...
M&A Deal Sourcing: How Strategic Buyers Close the Right Deals, Faster
by Justin Maxwell | July 22, 2025 | Exit Ready, Business Success | 0 Comments
Why M&A Deal Sourcing Is the Fastest Route to Scalable WealthThe Real Growth Bottleneck Isn’t Marketing. It’s Model.Every Business Is for Sale. The Question Is: Are You Ready to Buy?Strategic Buyers Think DifferentlyThe Three Reasons Businesses Sell—And Why They...
Unlocking Wealth from the Big Beautiful Bill: What Business Owners Must Act On Now
by Justin Maxwell | July 21, 2025 | Tax, Business Success | 0 Comments
Big Beautiful BillThe Game-Changer: Bonus Depreciation Is Now PermanentWhat That Means:Cost Segregation: Real Estate Owners Win BigRoth IRA Rollovers: Tax-Free Retirement for the InformedSALT Deduction Relief: Up to $40K Now DeductibleR&D Credits Restored and...