The document discusses a comprehensive planning process called The Business Owner Model that helps business owners address personal financial goals by leveraging their business. It provides strategies to help with family conflicts, tax reduction, business succession, and transferring the business to the next generation. The process evaluates a business owner's current situation and develops a logical plan to help them make informed decisions about their financial future.
1. Are You Leveraging Business
Opportunities to Help Address
Your Personal Financial Goals?
®
The Business Owner Model™
Live your life with confidence.