Entrepreneurs pour years of energy into building strong, well-capitalized companies — then leave their own personal balance sheets dangerously thin. It’s an easy trap: reinvested profits, deferred salaries, and net worth concentrated almost entirely in one asset, the business itself. Add to that a financial lifecycle that looks nothing like a traditional career. Where a lifestyle small business owner might draw a steady, modest […]
Every successful business owner eventually crosses a threshold most spend little time preparing for: the shift from growing wealth to protecting it. In the early years, every decision is measured by growth — revenue, valuation, market share. But once real wealth is built, the math changes. A significant, unplanned tax event can undo decades of […]
Most entrepreneurs spend years building a business, then treat the exit like a single transaction: find a buyer, negotiate a number, sign the documents, and walk away. This mindset is one of the most expensive mistakes a business owner can make. According to the Exit Planning Institute, 79% of business owners have no written transition […]
Managing Risk in Early Retirement: A Guide for Family Stewards Retirement is not a finish line. For affluent families, the moment you stop receiving a paycheck is the moment your investment strategy must fundamentally transform. The disciplines that built your wealth — aggressive accumulation, compound growth, riding out volatility — can actively work against you […]
While analyzing the Chicago Board of Trade and derivatives markets, Jeremy Flack, the CEO and founder of Flack Global Metals, began to wonder why steel hadn’t evolved like other modern commodity markets. He saw a unique opportunity: Steel lacked risk management tools to hedge against price volatility. Flack Global Metals was born, combining steel production, […]
A high-net-worth woman has often done something remarkable. She has built, inherited, grown, or carefully stewarded significant wealth — sometimes through entrepreneurship, professional success, family transitions, or years of thoughtful decision-making. Whether you are a business owner preparing for a future transition, a professional at the height of your career, or a woman managing wealth […]
Financial independence for women is more than a number on a balance sheet. It requires a focused plan centered on impact and legacy. But its power is only fully realized when it flows with intention — especially through life’s most complex pivot points. Divorce, a business exit, retirement, the loss of a spouse, growing a […]
On this episode of Stewards of Success, Brent and Jeff welcome Tarl Robinson, founder and CEO of Plexus Worldwide, a direct sales organization specializing in health and wellness products and an online income opportunity. Robinson shares how Plexus has transformed since 2008 from a small, single-product company to a global entity with over 400 employees, […]
How Exit Planning and Estate Planning Work Together For business owners, two of the most consequential financial plans they will ever create are often built in separate conversations, with separate advisors, at separate times. That can be a problem. Exit planning — the process of preparing a business for sale or transition — and estate […]
