by Justin Maxwell | Nov 5, 2024 | Business Success, General Financial
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...
by Justin Maxwell | Nov 4, 2024 | Tax
A Lesson from My Son’s Soccer GameAdjusting Speed Throughout the Tax YearAvoid the Cost of Missing OutCreating a Sustainable Tax Planning StrategyConclusion: Adjusting Your Tax Speed for Success Ever see a soccer player sprint the entire game? No chance, right? In...
by Justin Maxwell | Oct 16, 2024 | Business Success, Exit Ready, Tax
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...
by Justin Maxwell | Sep 10, 2024 | Business Success, Exit Ready, Tax
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...
by Justin Maxwell | Sep 10, 2024 | Business Success, Exit Ready
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...