by Justin Maxwell | May 8, 2025 | Uncategorized
The Trap Most Entrepreneurs Fall IntoWhat Makes a Family Office Different?How to Start Leading Your Own Family Office1. Define a Vision Bigger Than Retirement2. Align Your Professionals to Your Vision3. Set the Standard for What “Good” Looks Like4. Build the Right...
by Justin Maxwell | May 7, 2025 | Business Success
Most Owners Are Still Playing the Operator’s GameThe 3 Reasons to Acquire a Business (And Why Marriott Played All Three)You Don’t Need $10M to Buy a BusinessThe Real Edge: You Already Run a Business“But I’m Already Swamped…”So What Does This Look Like for You?1. Buy a...
by Justin Maxwell | Apr 16, 2025 | Business Success, Generational
The Quiet Lie of SuccessWhat’s the Owner-Investor Mindset?The Five Keys to Thinking Like an Owner-Investor1. Cast a Vision That’s Bigger Than Money2. Ruthlessly Align Your Priorities3. Define What “Good” Looks Like4. Operate with 90% Confidence5. Show Your Team What’s...
by Justin Maxwell | Apr 3, 2025 | Exit Ready, Business Success, Generational
You built a successful business. But when you try to increase business valuation, the numbers don’t add up—and your wealth gap becomes painfully obvious. Most business owners are stuck in a dangerous loop.They’re great at making money…But terrible at turning that...
by Justin Maxwell | Mar 31, 2025 | Tax
The Case for Strategic Tax Planning If you’ve spent any time scrolling through financial Twitter or LinkedIn, you’ve probably seen them: the tax “strategy posts.” “Save thousands with a Donor Advised Fund…”“Unlock massive write-offs with cost segregation…”“Use a...