Did you know you can hire your kids to:
💵 Save on taxes.
📈 Help them build wealth through Roth IRAs and investing.
💼 Teach them real responsibility.
Done right, this strategy is a game-changer—not just for your business, but for your family’s future.
Running a small business is exhausting when you’re always chasing loose ends:
🚨 Financial fires without a plan.
💸 Watching profits vanish to taxes and expenses.
🤔 Dreaming of an exit but unsure how to make it happen.
You don’t need another strategy book. You need a roadmap to turn your business into lasting wealth.
Hitting $3M, $5M, or even $10M in revenue feels like a dream come true—until you realize your bank account doesn’t reflect your success. 💸
Many business owners get stuck, pouring everything back into growth and leaving little for themselves. But it doesn’t have to be this way.
Your business can help you live well, give generously, and leave a lasting impact—if you use it wisely.
What if your business could run smoother and give you more freedom?
Running a business is tough—long hours, constant financial challenges, and endless decisions. Are you managing the money, or is the money managing you?
If you feel like you’re spinning your wheels and stuck in financial catch-up mode, it doesn’t have to stay that way. Imagine confidently building a legacy while focusing on what you do best.
Let’s work together to create a financial plan that frees you to thrive. Ready to refocus on what really matters?
Dream of someday exiting your business? Watch this for some ideas of how to maximize your enterprise value.
Many business owners don’t realize they’re overlooking opportunities to save on taxes and grow their wealth. In this video, I share 5 smart tax strategies that you might not have considered, including:
✔ Hiring your kids and funding their Roth IRAs
✔ Choosing the right retirement plans for your business
✔ Making the most of HSAs and Roth conversions
✔ Using charitable giving to maximize your impact
These strategies could help you keep more of what you earn while working toward your financial goals.
📄 DOWNLOAD Free PDF Guide
☑️ DOWNLOAD: Checklist: How Business Owners Can Hire Their Kids
📈 DOWNLOAD: Which Retirement Plan is Right for My Business?
📞 Book a free strategy call to explore how these strategies might work for your business.
Chapters:
00:00 Introduction
00:30 Hiring Your Kids & Roth IRAs
03:10 Qualified Retirement Plans (Solo 401(k), SEP IRA)
06:40 Roth Conversions
09:00 Using an HSA for Triple Tax Benefits
10:30 Charitable Giving to Maximize Impact
