The Owner's Guide
The Owner's Money Map
A profitable business owner's wealth is usually trapped in (and tangled with) the business itself, with no one coordinating the pieces. This guide gives you the order of operations: cash, getting money out, retirement, assets outside the business, protection, and exit-readiness. Read all nine chapters and you'll see the order, and the reasoning behind it.
What's Inside
Nine Chapters, In Order
- IntroThe Coordination Gap
- 01The Balance-Sheet Illusion
- 02Cash: Reserve, Then Purpose
- 03Getting Money Out
- 04Retirement Plans Built for Owners
- 05Wealth Outside the Business
- 06Protection Basics
- 07Exit-Ready
- CloseThe Map Is Not the Territory
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Registration as an investment adviser does not imply a certain level of skill or training.
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Build Wealth Partners, LLC is a registered investment adviser in the State of Arizona. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Nothing on this website should be construed as a solicitation to buy or sell any security, or as personalized investment, tax, or legal advice. Please consult your own advisors regarding your specific situation.