This course is designed for business owners who have established consistent revenue beyond the startup stage and are ready to focus on building long-term financial stability and personal wealth. The goal is to help leaders create sustainable compensation practices, optimize tax strategies, invest profits wisely, prepare for funding opportunities, and design a plan for generational wealth.
By completing this course, you will gain the knowledge and frameworks to move beyond survival and position your business as both a profitable enterprise and a wealth-building engine for your future.
Introduction + Outline
FREE PREVIEWKey Terms and Definitions
Why Owner’s Pay Matters for Long-Term Sustainability
Compensation Models: Salary, Distributions, and Hybrid Approaches
Balancing Reinvestment with Personal Financial Needs
Common Mistakes to Avoid in Owner’s Pay
Choosing the Right Business Structure (LLC, S-Corp, C-Corp)
How to Maximize Deductions, Write-Offs, and Credits
Tax Planning vs. Tax Preparation: What Leaders Need to Know
Building a Tax Strategy Team: CPAs, Advisors, and Legal Counsel
Separating Business and Personal Wealth Streams
Options for Building Wealth: Real Estate, Markets, and Retirement Vehicles
Risk vs. Return: Making Smart Investment Decisions as an Owner
Designing a Profit Allocation Model That Supports Growth and Security
Understanding Capital Options and When to Use Them
Financial Readiness: Preparing Balance Sheets, P&L, and Cash Flow
The Pros and Cons of Investors vs. Loans
Building Business Credit and Strengthening Financial Positioning
The Role of Business Ownership in Wealth Transfer
Succession Planning and Exit Strategies
Protecting Assets Through Trusts, Wills, and Legal Structures
Creating a Generational Wealth Blueprint for Your Family or Community
