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...

Recruitment Sourcing: Where to Find the Right People

by Justin Maxwell | September 23, 2026 | Business Success, Exit Ready, General Financial, Generational, Interviews, Protection, Tax | 0 Comments

Start Recruitment Sourcing Inside the BusinessReferrals Are Cheap Because Someone Else Already Did Part of the ScreeningLinkedIn Recruitment Sourcing Works Best Before Somebody Starts LookingRecruitment Agencies Should Solve an Economic ProblemWhen Executive Search...

How Recruitment Has Changed: What Founder-Led Businesses Need to Do Differently

by Justin Maxwell | September 22, 2026 | Uncategorized | 0 Comments

How Recruitment Has Changed: Access Is No Longer the AdvantageCVs Tell Us Less Than We ThinkYour Employer Brand Starts Before the Job PostingBetter Interviews Require More Structure, Not Better InstinctsBetter Hiring Builds a Better Business Recruitment in 2025 looks...

Decision Rights: Why Your Business Still Depends on You

by Justin Maxwell | September 21, 2026 | Uncategorized | 0 Comments

Why Decision Rights Get Stuck With the FounderDecision Rights Should Match AccountabilityDocument Decision Rights, Not Just Job DescriptionsToo Many Layers Create DistanceSpan of Control Tells Us Whether the Layers Make SenseThe Founder Should Not Be the Default...

Organisation Design: Building the Structure Before You Fill the Seats

by Justin Maxwell | September 17, 2026 | Business Success, Exit Ready, General Financial, Generational, Interviews, Protection, Tax | 0 Comments

Design the organisation before you fill the seatsThe Accountability Chart shows us what the business actually needsOrganisation design starts with outcomes, not activitiesBetter organisation design makes better hiring possibleBuild the structure before you fill the...

Strategic Workforce Planning: The Hiring Model Has to Change as You Grow

by Justin Maxwell | September 16, 2026 | Exit Ready, Business Success, General Financial, Generational, Interviews, Protection, Tax | 0 Comments

Strategic workforce planning starts with the stage of the businessWhat works at $2 million starts breaking at $7 millionStrategic workforce planning becomes a management systemAt $30 million, HR should look very differentBuyers notice when the people function has not...

Hiring Decision Framework: 10 Questions to Ask Before Adding Headcount

by Justin Maxwell | September 15, 2026 | Business Success, Exit Ready, General Financial, Generational, Interviews, Protection, Tax | 0 Comments

Hiring Decision Framework Step One: Question the WorkBefore Hiring, Ask What Technology Can RemoveThe Hiring Decision Framework Has More Than Two ChoicesSenior Work Does Not Automatically Require a Senior EmployeeBefore Recruiting, Look at the Team You Already Have We...

The True Cost of Hiring an Employee Before You Add Another Salary

by Justin Maxwell | September 14, 2026 | Business Success, Exit Ready, General Financial, Generational, Interviews, Protection, Tax | 0 Comments

Before We Hire Someone, What Problem Are We Actually Solving?The Cost of Hiring an Employee Is Bigger Than SalaryThen There Is the Cost Nobody Wants to Think AboutWhy the Cost of Hiring an Employee Changes the DecisionA Hire Should Be the Result of the Analysis The...

Healthcare Sales Performance: The Revenue Lever Most Practices Leave Unmanaged

by Justin Maxwell | September 10, 2026 | Uncategorized | 0 Comments

Healthcare Sales Performance Starts With the Patient RelationshipA Patient List Is Not the Same as a Managed Sales AssetVisit Frequency Needs to Be ManagedPatient Reactivation Is Part of Healthcare Sales PerformanceMembership Changes the Revenue ProfileThe Revenue May...

Sales Performance in SaaS: What Recurring Revenue Businesses Should Copy

by Justin Maxwell | September 9, 2026 | Business Success, Exit Ready, General Financial, Generational, Interviews, Protection, Tax | 0 Comments

Sales Performance in SaaS Is Really About Seeing Revenue ClearlyThe SaaS Metrics That Apply Outside SoftwareNRR May Be the Most Useful SaaS Metric to CopySales Performance in SaaS Separates New Sales From Customer ExpansionThe Discipline Matters More Than the Label We...

Sales Performance and Enterprise Value: What Buyers Are Really Paying For

by Justin Maxwell | September 8, 2026 | Business Success, Exit Ready, General Financial, Generational, Interviews, Protection, Tax | 0 Comments

How Sales Performance Creates Enterprise ValueSales Performance and Enterprise Value Start With MaturityWhat Buyers Actually See in Sales Due DiligenceA 90-Day Sales Performance and Enterprise Value PlanBuild the Sales System Before Someone Values It We tend to think...