FOR BUSINESS OWNERS GENERATING $1 - $10M+ IN REVENUE
Your business is working. Your money isn't working as hard as you are.
Most owners at your revenue level are overpaying in taxes, leaving retirement savings on the table, and have no real plan for turning business cash into personal wealth- because no one is coordinating the whole picture
I am.
SOUND FAMILIAR?
The business is profitable. The wealth isn't following.
These are the six common gaps I see most often in owners doing seven and eight figures in revenue. Often all six at the same time.
You don't actually know your true profit margin, just what's sitting in your bank account.
You're taking distributions instead of real salary and no one has flagged this high risk habit.
You have no retirement plan tied to the business and another year is about to pass.
Your CPA, attorney and financial advisor have never once spoken to each other.
You have no actual plan for how business profits becomes your personal wealth.
You're working harder every year and your net worth isn't reflecting it.
HERE'S THE ACTUAL PROBLEM
It's not your business. It's that no one is coordinating the whole picture
Your CPA optimizes your taxes. Your bookkeeper reconciles your accounts. Your financial advisor manages what you already have. Each one is doing their piece well and no one is looking at how the pieces fit together.
That coordination is the actual work. I study your full financial architecture - entity, compensation, cash flow, tax posture, retirement, and the path from business to personal wealth - and hand you one clear path, sequenced and specific to your business. Not four disconnected options.
One answer.
ABOUT YOUR ADVISOR
I've built a career on making complicated financial decisions feel calm.
I work with established business owners who are done guessing, who want one expert advisor who actually understands the full picture and can tell them, plainly, that to do next. I don't just report on your numbers. I build the architecture that turns your business into the wealth-building tool it should already be.
Every recommendation is coordinated with your existing CPA, attorney, and financial advisor so you get alignment, not more noise.
30+
Years advising businesses
$1M - $10M+
Typical client revenue
100%
Coordinated, no siloed
HOW TO WORK WITH ME
Two ways in - both start with a conversation, no a cart.
Start wherever fits. The frameworks are the same whether you're learning them on your own or building them into your business directly with me.
By referral - Currently accepting a limited number of new engagements
one-time session
The Wealth Architecture Diagnostic
$1750 one-time
Full review of your financial architecture
Written diagnostic, specific to you
Credited toward the Owner Wealth Builder services
No generic advice
1:1 12 months
The Owner Wealth Builder
$24,000/12 month engagement
Full financial architecture, built and installed
monthly deliverables, not open-ended coaching
CPA, attorney, financial advisor coordinated for you if needed
One plan, built entirely around your business
READY TO SEE WHERE YOU STAND?
The first step is a short, private application, not a sales page.
A few questions about your business and where things stand today. If it's a fit, we'll schedule a conversation from there.
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