by Justin Maxwell | May 28, 2025 | Business Success, Generational
Salesforce acquisition strategy just made headlines again as they bought Informatica for $8 billion. Another monster move in the tech world, right? Something for the suits on Wall Street and the large corporates. Wrong. This deal should snap you awake. Not because... by Justin Maxwell | May 20, 2025 | Generational, Protection
Most families give. Few Have a Generational Giving Strategy. There’s a subtle but powerful distinction between generosity and legacy. One is emotional. The other is architectural. One gives once. The other gives forever. This truth hit home for me during a powerful... 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... by Justin Maxwell | May 15, 2025 | Business Success, Generational
What Fractional Family Offices Do Well (At First)What Billionaire Family Offices Know That Most Firms MissWhen You Exclude the Business, You Lose the Biggest AdvantageA Better Model: Owner-Investor Family Office StrategyYou’re Closer to a Family Office Than You... by Justin Maxwell | Apr 16, 2025 | Business Success, Generational
The Quiet Lie of SuccessWhat’s the Owner-Investor Mindset?The Five Keys to Thinking Like an Owner-Investor1. Cast a Vision That’s Bigger Than Money2. Ruthlessly Align Your Priorities3. Define What “Good” Looks Like4. Operate with 90% Confidence5. Show Your Team What’s... by Justin Maxwell | Apr 3, 2025 | Exit Ready, Business Success, Generational
You built a successful business. But when you try to increase business valuation, the numbers don’t add up—and your wealth gap becomes painfully obvious. Most business owners are stuck in a dangerous loop.They’re great at making money…But terrible at turning that...
