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...
Programmatic Acquisitions: The New Growth Engine for Business Owners Who Refuse to Plateau
by Justin Maxwell | December 29, 2025 | Uncategorized | 0 Comments
The Plateau Every Owner Feels, But Few AdmitWhy Programmatic Acquisitions Outperform Organic GrowthThe Core Problem: Most Owners Rely on Luck, Not Deal FlowThe Investor’s Lens: How Programmatic Acquisitions Work1. Brokers & Intermediaries2. Online Marketplaces3....
The Predictable Growth Framework: How To Turn Chaos Into Enterprise Value
by Justin Maxwell | December 22, 2025 | Uncategorized | 0 Comments
Why Predictable Growth Beats Hustle Every TimeThe Investor’s Lens: Predictability Or ChaosThe Cost Of “Hope As A Strategy”The First 90 Days: Stability Before “Scale”The Four Pillars Of The Predictable Growth Framework1. Purpose And Plan: The North Star2. Product And...
The Debt Coverage Ratio Calculator: How Smart Buyers Avoid Bad Deals
by Justin Maxwell | December 16, 2025 | Business Success, Exit Ready, General Financial, Tax | 0 Comments
Acquisitions Are Sexy. Running Out Of Cash Is Not.What Debt Coverage Ratio Actually Tells YouWhy 1.8x Is A Line In The SandHow To Use A Debt Coverage Ratio Calculator On Real DealsProtect The Business You Already OwnYour Next Step: Run The Numbers Before You Run The...
The First 90 Days After Acquisition: How To Keep From Wrecking The Deal You Just Closed
by Justin Maxwell | December 8, 2025 | Business Success, Exit Ready, General Financial, Generational, Tax | 0 Comments
The First 90 Days After Acquisition Decide If You Bought An Asset Or A ProblemAt scale, real buyers are predictable. They buy for three reasons:Step One: Do Not Break What You Just BoughtStep Two: Script Day One Before You Wire The MoneyWhat you cannot do is improvise...
The Owner Investor Strategy: Behind Yeti’s $38M Shaker Bottle Deal
by Justin Maxwell | November 24, 2025 | Business Success, General Financial, Generational, Interviews, Tax | 0 Comments
Why This Shaker Bottle Deal Matters To YouWhat Yeti Really Bought For $38 MillionThe Three Motives Behind Smart AcquisitionsHow A 7–8 Figure Founder Uses The Same Owner Investor StrategyYour Next Move Why This Shaker Bottle Deal Matters To You If you run a seven or...
Legacy-Driven Business Planning: How Your “Extra Years” Should Shape Every Decision Today
by Justin Maxwell | November 17, 2025 | Business Success, Exit Ready, General Financial, Generational, Interviews, Protection, Tax | 0 Comments
Why “Someday” Is Killing Your LegacyThe “Extra Years” Exercise: What You Actually WantThe Mayonnaise Jar: Why Your Life Feels Too FullFrom Vague Dreams To A Unified Goal StatementQuality Of Life Beats “More Money” PlanningThe Hidden Brake Pedal: Unconscious...
M&A Engine: Turn pipeline into predictable EBITDA
by Justin Maxwell | November 11, 2025 | Business Success, General Financial, Tax | 0 Comments
IntroductionWhy a deal machine beats a marketing sprintOwner-operator vs owner-investorThe five reliable channels of deal flowActive vs inactive sellers and the 5D signalYour public positioning: the credibility magnetPipeline math that prevents attachmentA scoring...
Roll-Up Strategy That Works: Valuation Discipline, Seller Alignment, and Integration That Actually Sticks
by Justin Maxwell | November 3, 2025 | Business Success | 0 Comments
What a roll-up strategy really buysThe valuation trapStructure that builds trustIntegration is the jobDay-1 to Day-90.Five Day-1 messagesLessons from consolidationGovernance that prevents heroicsAgenda snapshots.Day-1. Day-30. Day-90. KPIsCulture is the invisible...
Programmatic Acquisitions: Build a Deal Machine That Buys You Time, Cash Flow, and Capability
by Justin Maxwell | October 31, 2025 | Business Success | 0 Comments
IntroductionThe Shift: From Operator to Owner-InvestorWhy Programmatic Beats OpportunisticThe Deal Machine BlueprintSpine: The Pipeline That Forces DisciplineSelection Criteria That Predict OutcomesActive vs. Inactive Sellers and the 5DsGeography Constraints and Three...
The Deal Machine: How Business Owners Can Build a Predictable M&A Growth Engine
by Justin Maxwell | October 17, 2025 | Business Success | 0 Comments
Introduction: Why the Deal Machine MattersPart 1: Why Acquisitions Outpace Organic GrowthPart 2: The Shift from Owner-Operator to Owner-InvestorPart 3: Building the Deal MachinePart 4: Positioning Yourself as a Credible BuyerPart 5: Pipeline Discipline—From Leads to...