Business Owners Guide to Lasting Wealth

Most business owners don’t fail at making money — They fail at keeping and growing it.

Eventually, all business owners must face these daunting realities:

How much of my net worth is actually secured outside the business?
Am I reinvesting wisely — or just stockpiling cash inefficiently?
What’s my exit really worth after taxes?
If I walked away tomorrow, would I be free — or stuck?

This guide shows you how to plan for and turn operational success into enduring wealth.

What You’ll Learn Inside

Get practical strategies to:

Convert excess cash flow into personal wealth — without starving operations
Structure tax-efficient retirement and continuity plans for yourself and key leaders
Compare income strategies like deferred comp, SERPs, insurance-based plans, and hybrid portfolios
Align your business growth with your life goals — even before an exit

Who This Guide Is For

Business owners with strong cash flow or built-up equity

Owners preparing for a business transition — now or later

High earners seeking clarity, control, and long-term leverage

Investment advisory services are offered through Kingsview Wealth Management, LLC ("KWM"), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Insurance Services, LLC ("KIS"), by individually licensed and appointed insurance agents. KWM and KIS are subsidiaries of Kingsview Partners.