Business Legacy Resources

What do you want to be known for?

Business Legacy Resources: Learn more about creating a lasting legacy

We have listed some of our most popular resources and guides for business owners. Whatever the stage of growth your company is in, these resources can help provide some oversight and guidance for various aspects of your business.

cropped-Legacy-Podcast-Cover-1

Legacy Resources For Business Owners:

  • How To Think About Legacy Like The Rockefellers: Secrets of Building a Lasting Legacy
  • How Much Do I Need To Retire: The Ultimate Guide to Retiring Comfortably
  • Are Your Succession Plans in Order?
  • Top 10 Ways Wealthy Families Protect and Grow Their Wealth
  • Defined Benefit Plan: The Best Retirement Plan You Have Never Heard Of
  • Case Studies: Conversations about Legacy
  • The Business Owners Guide to Choosing the Best 401k Plan Advisor
  • Legacy Secrets: Bill Gates
  • Case Study: How I Helped a Client Cut $95,000 From Their Health Plan Premiums
  • How proper Legacy planning can preserve your wealth and continue to grow it generations later.
  • 4 Ways a Legacy Driven Mindset Will Define Your Future
  • Legacy Secrets: Why You Need a Free Informal Business Valuation
  • 3 Things You Can Do To Protect The Value of Your Business
  • 5 Things You Have to Do Before You Sell Your Business
  • 6 Things Your Health Insurance Broker Doesn't Want You To Know
  • 5 Ways to Increase The Sale Value of Your Business Today
  • 7 Things Your 401k Provider Doesn't Want You To Know
  • 5 Kinds of Business Owner Risk... Including the Granddaddy of Them All
  • How To Slash Your Health Insurance Premiums
  • Legacy Secrets: Why You Periodically Need a Free Informal Business Valuation
  • 5 Kinds of Business Owner Risk Including the Granddaddy of them All
  • 3 Things You Can Do To Protect The Value Of Your Business
  • Are Your Succession Plans In Order? 5 Reasons This Should Be Your Top Priority
  • 4 Ways A Legacy Driven Mindset Will Define Your Future
  • How Proper Legacy Planning Can Preserve Your Wealth And Continue To Grow It Generations Later
  • Learn How To Profit First With These Financial Management Basics. So Simple a 6th Grader Can Do It
  • Top 10 Tax Saving Strategies for Business Owners
Be the first to know when new episodes drop!
Enter your name and email address and we'll let you know when there's something new to listen to.