The document discusses a comprehensive financial planning process called The Business Owner Model that helps business owners leverage their business to achieve personal financial goals. It provides strategies to help with family conflicts, tax reduction, business succession planning, employee benefits, wealth transfer, contingency planning, and retirement planning. The process helps evaluate a business owner's current situation and develop a logical plan to make informed financial decisions for the future.
Leverage Your Business to Achieve Personal Financial Goals
1. Are You Leveraging Business
Opportunities to Help Address
Your Personal Financial Goals?
®
The Business Owner Model™
Live your life with confidence.