As a business owner, much of your wealth may be tied up in your business—often around 80%. But building wealth goes beyond preparing for a future sale.
Wealth Your Way focuses on helping you increase profitability and maximize asset value right now. This mastermind isn’t about “someday” wealth; it’s about the immediate gains that can justify your investment from day one, with powerful tax strategies, profit optimization, and smarter wealth protection that fuel your financial future.
The Total Wealth Approach: Profit Now, Protect for the Future, and Manage All Your Assets
In Wealth Your Way, we focus on optimizing your current profits while structuring your wealth for growth and protection. This isn’t only about growing business value for an eventual exit; it’s about empowering you to act like an investor, leveraging all aspects of your wealth to maximize financial freedom today and security tomorrow.
Weekly Mastermind Sessions
Value: $25,000/year
These expert-led sessions offer actionable insights to massively boost profits, save on taxes, and grow wealth across your assets with needing to become a “finance expert”. With a rotating focus on strategic wealth-building areas, including tax planning, business profitability, and financial efficiency, each week brings you closer to managing your assets like a high-status investor – like the uber wealthy.
Wealth & Tax Optimization Review
Value: $3,000
Dive deep with experts to unlock hidden profits, reframe your tax strategy for immediate savings, and build a financial plan that strengthens your entire asset portfolio. This review alone can deliver returns that offset the mastermind’s cost.
Access to the Exit Ready: Exit Big™ Course
Value: $5,000
Prepare not just for a future exit but for ongoing profitability and scalability. Learn the proven formula to position your business as a high-value, income-generating asset that works as a financial engine within your total wealth strategy.
Acquisitions Accelerator Course
Value: $4,000
Ready to expand? This course offers a roadmap to acquiring complementary businesses or new locations, strategically adding new revenue streams, and boosting the value of your portfolio.
50% Off Tickets to The Wealth Your Way Summit (2x per Year)
Value: $2,500/year
Twice a year, meet in person with fellow wealth-builders to exchange ideas and gain tailored advice from top experts in business growth, tax optimization, wealth management, and operational efficiency. This event alone could be the turning point that fuels your wealth journey.
Real-Time Community Support & Feedback
Value: $3,000/year
Access immediate feedback, guidance, and support from peers and experts who understand your unique challenges. With live questions and responses, you’ll have the clarity to make profitable, wealth-enhancing decisions faster and learn from others who have already figured out the challenges you are facing today.
Expert Network Access
Value: $10,000
Direct access to taxation, wealth management, legal, and strategy professionals who can help you grow and protect your wealth. From structuring your assets to scaling profits, our network is here to support your total wealth objectives.
Peer Networking & Supplier Opportunities
Priceless
Connect with other business owners committed to building wealth, protecting assets, and creating financial freedom. Forge valuable partnerships, expand your influence, and grow with peers on the same path.
Total Value: $50,000+ / year
Today’s Price: $9,000 for 12 months of Access
This program is for business owners who want to elevate beyond stability and transform their business and wealth into active, high-performing assets. Our members are:
Profit-Focused, Wealth-Minded Thinkers ready to grow and protect their wealth with a holistic approach.
Strategic Leaders eager to position their assets for immediate gains and long-term growth.
Action-Oriented Professionals prepared to implement strategies for more profitability, tax savings, and financial freedom.
Wealth Your Way is more than a mastermind; it’s a high-status community where success is expected. We believe in creating wealth through a total asset approach, combining immediate profitability with long-term protection and growth. You’ll be surrounded by peers who share your drive for wealth creation and who understand the dedication required to turn your assets into high-yield instruments for your financial future.
Join today and experience for yourself the difference of having a highly qualified team on your side and a group of successful peers to support you every step of the way!