Business Owner Resources

Freedom Business Builder Program

We offer comprehensive consulting services to business owners including:

• Strategic Planning
• Proactive Tax Strategy
• Retirement and Exit Planning
• Corporate Structure
• Team and Leadership Development
• and more!

View all of the services we offer as part of our Freedom Business Builder program.

Newsletters

• Selecting Your Exit Goals
• Top Excuses Owners Use to Avoid Exit Planning
• Failure to Plan Has a Price
• Exits Are Inevitable, Failure Is Not: Planning a Successful Exit
• First Things First: Prioritize Your Objectives
• Why Exit Planning? Why Not?
• Is Exit Planning Worth the Time and Money
• Navigating the Choppy Waters to a Sale of a Third Party
• An Agreement is Not a Plan
• Equality & Fairness in Transfers to Kids

White Papers

• Five Reasons You Need to Know What Your Business is Worth
• Transferring Wealth to Children: a Primer for Business Owners
• Business Continuity
• Employee Incentive Planning
• ESOP Opportunities
• Exit Routes for Business Owners
• Headwinds
• Using Short-Term Key Employee Incentives to Increase Sale Price
• Transferring Your Company to Key Employees
• Value Drivers
• Paycheck Protection Program