Wealth Beyond the Business
Private
1 member
Free
A place where business owners learn how to turn their business success into lasting wealth and freedom.
Here’s what you get:
Community of Owners:
Practical training - strategies to build wealth outside your business and get exit-ready
Peer connection - meet like-minded owners walking the same path
Accountability - share wins, challenges, and get feedback from others who get it
Tools for Financial Freedom:
Owner scorecards - track business attractiveness, personal readiness, and value gaps
Checklists & frameworks - guides for tax planning, estate planning, succession, and wealth building
Resources - curated tools, templates, and expert insights to help you implement faster
Why Join?
✅ Learn how to separate your wealth from your business
✅ Get exit-ready while still growing and enjoying your company
✅ Protect your family and create freedom beyond the day-to-day grind
✅ Connect with a network of ambitious owners who want more than just “a job they own”