Is it possible for business owners to reduce taxes and risk, AND grow wealth, just by fixing their

#1 financial and tax planning bottleneck?

Spot Your #1 Bottleneck

For successful business owners, financial complexity presents not only risk, but also potentially great opportunity.

Is your financial planning team using this complexity to YOUR best advantage?

Key Planning Goals for Business Owners:

✔️Getting more out of your advisors and experts through improved collaboration

✔️Integrating business tax planning/building enterprise value with personal tax planning, estate planning, and wealth management

✔️Seeking a better, more complete use of tax planning strategies

✔️Trying to tilt the playing field towards proactive wealth planning and away from “after the fact”, reactive advice

✔️Establishing a better alternative to a situation where pulling all the different legal, tax, and business expertise falls keeps landing on your shoulders

Using the Quiz

Use this free online assessment tool, drawn from our own Team of Experts Planning process, including questions we use to identify bottlenecks and align financial planning and tax planning with the unique situation of the client

After the Quiz

Get an instant feedback about your #1 planning bottleneck, along with ideas on how to fix it.

Here’s the thing… When it comes to lowering taxes and risk, and growing your business and your wealth using effective financial and tax planning, there are basically four possible bottlenecks.

And most business owners tend to have a primary planning killer bottleneck, which is the #1 thing holding them back.

If you have your business running well, but you’re struggling to limit taxes…

If you’re pressed for time, but the responsibility of pulling all the different legal, tax, and business expertise falls keeps landing on your to do list

Or if the advice you tend to receive is after the fact, when what you may really need is future-oriented planning that can let you see opportunities and problems earlier.

Then there’s probably an underlying reason. And that reason may be that when you’ve got half a dozen different priorities in your business and your life, all competing for limited time, it’s difficult to figure out the #1 biggest leverage point to focus on first…

Simply put: It’s tough to see the entire picture when you are already inside the frame looking out…

When it comes to identifying and solving that #1 killer bottleneck, there is no one-size-fits-all answer.

In fact, the secret of getting your complexity right and creating the right Team of Experts that your complexity requires, is that it’s almost always a brand new, unique size.

Spot Your #1 Bottleneck

If you’re like most people, you’re probably wondering who am I and why should you pay attention to what I’m about to show you…

For several decades, as I’ve worked with business owner clients, I’ve also worked with very talented CPAs and attorneys, technical experts, and lawyers, philanthropists, and foundation officers. If these very capable experts are nonetheless isolated or siloed, some of the additional information and expertise they need to get optimal results for the client often isn’t accessed. This can mean that opportunities are missed, and the client is underserved.

I’ve developed my firm’s Team of Experts Planning around breaking down the scattered silos of expertise and establishing collaboration.

This free online assessment tool has been taken from our own one on one Team of Experts Planning process, and asks the questions I ask clients. We’ve extracted an important component from our process that identifies bottlenecks, and turned it into something you can use yourself for free.

Why give this away? My clients virtually without exception are trying to be more significant on behalf of others-family, community, philanthropy. I’m trying to help them do that.

But there’s lots of people who never are going to be my client. If this assessment tool helps more business owners diagnose their bottlenecks and as a result they have more opportunities to give back, that’s a win for everyone.

So it made sense to take pieces of our one on one work with clients and create a free assessment which any business owner can use.

So now you hopefully can discover your #1 planning bottleneck, and get on the path to fixing it, right here, right now.

Let’s Find Your #1 Killer Bottleneck!