by Justin Maxwell | Jun 12, 2025 | Business Success, Exit Ready, Generational
The Broken Lens Most Business Owners InheritWhy Income Doesn’t Equal FreedomThe Owner-Investor Mindset: A Different LensWhat Holistic Wealth Actually Looks Like1. Optimize the Business as a True Asset2. Integrate External Wealth Planning3. Design for Generational... by Justin Maxwell | May 28, 2025 | Business Success, Generational
Salesforce acquisition strategy just made headlines again as they bought Informatica for $8 billion. Another monster move in the tech world, right? Something for the suits on Wall Street and the large corporates. Wrong. This deal should snap you awake. Not because... by Justin Maxwell | May 22, 2025 | Business Success, Tax
Stop Overpaying Capital Gains TaxA Real Couple. A Real Sale. A $558,000 Fork in the Road.The Bigger Win? Control. Not Just a Lower Tax Bill.1. Qualified Opportunity Zone Fund2. Drilling FundThis Isn’t About Luck. It’s About Alignment.Why This Should Worry You (Even If... by Justin Maxwell | May 20, 2025 | Generational, Protection
Most families give. Few Have a Generational Giving Strategy. There’s a subtle but powerful distinction between generosity and legacy. One is emotional. The other is architectural. One gives once. The other gives forever. This truth hit home for me during a powerful... by Justin Maxwell | May 16, 2025 | Generational, General Financial, Tax
The Hidden Cost of “IRS-Approved” (like Cash Balance Plans)Tax Strategies for Business Owners I’m going to upset some people with this article—and that’s fine by me. Because if you’re a business owner making $300K, $700K, or $1M+ per year, you deserve the truth about...
