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...

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...

Tender Bidding Strategy: Why Bidding on Everything Hurts Your Win Rate

by Justin Maxwell | September 7, 2026 | Business Success, Exit Ready, General Financial, Generational, Interviews, Protection, Tax | 0 Comments

A Tender Bidding Strategy Starts Before the TenderMore Bids Do Not Automatically Mean Better Commercial PerformanceTender Bidding Strategy Requires SelectivityWe Have to Track the Cost of LosingThe Best Tender Work Often Happens Before Anyone Asks for a Bid There is a...

Transportation Sales Performance: Why the Contract Book Matters More Than Revenue

by Justin Maxwell | September 4, 2026 | Business Success, Exit Ready, General Financial, Generational, Interviews, Protection, Tax | 0 Comments

Transportation Sales Performance Starts With Three LeversThe Real Battle Is Often Won Before the First Load MovesContract Length Changes the Quality of RevenueCustomer Concentration Can Make a Strong Business FragileNet Revenue Retention Tells Us What Is Happening...

Recruitment Business Sales Performance: Why Placement Permanence Matters

by Justin Maxwell | September 2, 2026 | Business Success, Exit Ready, General Financial, Generational, Interviews, Protection, Tax | 0 Comments

Recruitment Business Sales Performance Is More Than Placement VolumePlacement Permanence Tells Us What Happens After the SaleSpeed Can Create Revenue While Quietly Damaging the RelationshipWhat Private Equity Sees in Recruitment Business Sales PerformanceThe Better...

Sales Target Setting: Why Good Teams Still Miss the Number

by Justin Maxwell | September 1, 2026 | Business Success, Exit Ready, General Financial, Generational, Interviews, Protection, Tax, Uncategorized | 0 Comments

Sales Target Setting Should Start With the Business PlanWhy Sales Targets Need ContextPoor Sales Target Setting Creates an Accountability ProblemSales Accountability Should Start With the DataGood Sales Target Setting Makes Performance Measurable Sales target setting...

Professional Services Sales Performance: How to Build Revenue That Does Not Depend on the Partners

by Justin Maxwell | August 31, 2026 | Business Success, Exit Ready, General Financial, Generational, Interviews, Protection, Tax | 0 Comments

Professional Services Sales Performance Starts With the RelationshipThe Pipeline Cannot Live Inside Someone's HeadProfessional Services Sales Performance Does Not End When the Proposal ClosesThe Bigger Shift Was Ownership of the ClientRevenue Is Only Part of What We...

The Heroic Salesperson Problem: When Your Best Salesperson Becomes a Business Risk

by Justin Maxwell | August 27, 2026 | Exit Ready, Business Success, General Financial, Generational, Interviews, Protection, Tax | 0 Comments

The Heroic Salesperson Problem Usually Looks Like a StrengthWhy the Heroic Salesperson Problem Gets ExpensiveBuyers Are Looking at What SurvivesThe Fix Is Not Getting Rid of Your Best SalespersonTurn Individual Talent Into a Sales SystemYour Best Salesperson Should...

Sales Team Design: Stop Building Your Sales Team Around the People You Already Have

by Justin Maxwell | August 26, 2026 | Uncategorized | 0 Comments

Sales Team Design Starts With the WorkSales Team Design and the BDR RoleClosing Deals Requires a Different SkillAccount Managers Protect and Grow What You've Already WonCustomer Success Isn't Account ManagementThe Commercial Role Founders Usually IgnoreEventually...