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Legacy-Driven Business Planning: How Your “Extra Years” Should Shape Every Decision Today

Legacy-Driven Business Planning: How Your “Extra Years” Should Shape Every Decision Today

by Justin Maxwell | Nov 17, 2025 | Business Success, Exit Ready, General Financial, Generational, Interviews, Protection, Tax

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

M&A Engine: Turn pipeline into predictable EBITDA

by Justin Maxwell | Nov 11, 2025 | Business Success, General Financial, Tax

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...
Cash Balance Plans: Why This “IRS-Approved” Strategy Might Be Costing You Millions

Cash Balance Plans: Why This “IRS-Approved” Strategy Might Be Costing You Millions

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...
Why Making Money Isn’t Enough: The Shift to Owner-Investor Wealth Building

Why Making Money Isn’t Enough: The Shift to Owner-Investor Wealth Building

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...
Borrowing Against Cash Value: How to Leverage Whole Life Insurance for Financial Flexibility

Borrowing Against Cash Value: How to Leverage Whole Life Insurance for Financial Flexibility

by Justin Maxwell | Sep 9, 2024 | General Financial, Protection

Whole life insurance isn’t just for death. As the name suggests, it also has benefits that can last your whole life. One such benefit is borrowing against cash value, a powerful strategy to maximize your policy. More specifically, you can borrow against the equity of...
5 Steps to Master Better Savings Habits and Secure Your Financial Future

5 Steps to Master Better Savings Habits and Secure Your Financial Future

by Justin Maxwell | Sep 3, 2024 | General Financial

“Saving saves lives,” as the saying goes. And if you want to master better savings habits, you’re in the right place. Building up liquid savings is not just about preparing for the unexpected; it’s also about being ready for opportunities that come your way. A solid...
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Recent Posts

  • Employee Performance Standards Template Buyers Pay More For
  • SBA Loan to Buy Businesses: The 30-Day Acquisition Checklist
  • Build Company Culture System That Runs Without You
  • Hold Employees Accountable Without Micromanaging: Exit-Ready Playbook
  • Investable Business Viability Checklist: Fundable or Fragile?

Recent Comments

  1. Is Your Accountant COSTING You Money? 5 Questions to Find Out NOW - Justin Maxwell on Tax Planning Strategy: The Soccer Lesson That Could Save You Thousands
  2. Why Making Money Isn’t Enough: The Shift to Owner-Investor Wealth Building - Justin Maxwell on Comprehensive Wealth Management: Why Diversifying Your Financial Strategy is Key to Long-Term Success
  3. Tax Planning Strategy: The Soccer Lesson That Could Save You Thousands - Justin Maxwell on Powerful Tips for Mastering Year-Round Tax Planning and Reducing Your Tax Bill
  4. Business Growth and Exit Planning: Key Strategies for Success - Justin Maxwell on Mastering Your Business Exit Strategy: A Proactive Approach for Maximum Value
  5. Mastering Your Business Exit Strategy: A Proactive Approach for Maximum Value - Justin Maxwell on What is the Exit Strategy of a Business? Essential Steps to Maximize Value and Secure Profitability

Book Justin to Speak

Ready to challenge the way business owners think about wealth? Justin Maxwell delivers powerful, high-impact talks that shift mindsets and provide real, actionable strategies to help business owners keep more of what they earn, build lasting wealth, and create true financial freedom.

If you’re looking for a speaker who:
✅ Engages your audience with compelling stories and hard-hitting truths
✅ Simplifies complex financial strategies into clear, actionable steps
✅ Leaves business owners with a game plan to transform their business into a real wealth-building asset

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(801) 882-1377
justinm@biglifefinancial.com

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