By: Thomas J. Perrone, CLU,CIC -New England Consulting Group of Guilford, Inc.
A planning system that helps business owners build value in their business, stop overpaying taxes, stop losing wealth, and creates business value and aa path so they can walk away from their business with their wealth, and on their own terms.
The Problem
“Many business owners struggle to build personal wealth because business cash flow demands keep their money tied up. Our three-step process creates financial clarity, helps reduce wealth lost to taxes and uncertainty, and positions owners to walk away wealthy when it’s time to exit.”
Most business owners struggle with creating future wealth for their personal economic security because their businesses require so much of the financial resources and cash flow to continue to operate and grow the business.
You started with nothing but an idea and a willingness to outwork everyone else. Years later, you’ve built something real — payroll, customers, a name people trust.
But here’s what nobody tells business owners: most of your wealth is trapped. It’s tied up in a business that’s hard to value, harder to sell, and taxed at every turn. Your “retirement plan” is a vague hope that someone, someday, will buy the company for what it’s worth.
Meanwhile, every year you wait:
- You overpay taxes on money you’ve already earned
- Inflation and poor structuring quietly erode what you’ve built
- Your business becomes more dependent on you, not less — which makes it harder to sell or step back from
You didn’t spend decades building this business just to hand the upside to the IRS, or to find out too late that no one wants to buy it.
You built it so you could walk away wealthy.
The Guide
That’s the problem I solve for with business owners — not as a generalist financial advisor, but as a specialist in one specific question:
How do you turn the value locked inside your business into wealth in your own hands?
I understand how hard you’ve worked—and how much of that effort has yet to become personal wealth. I learned this firsthand when my father died at 51 with nearly all his business value trapped inside the company. The company was ultimately sold for pennies on the dollar. The heartbreak my family endured motivated me to make sure other business owners would never have to experience a situation like ours.
A Three Step System to Extract the Wealth You’ve Built When You Need It the Most!
#1 GROW — Find out what your business is worth AND if you are taking advantage of all the planning opportunities available to you. A three-minute survey, called the Business Owners Personal Viewpoint, gives us enough info to create a “WHERE YOU ARE REPORT”. (A Barometer of your business).
We start with a clear-eyed look at your business value today, and what’s driving — or hurting it. Also, what areas of your planning are effective and ineffective up to now!
#2 PROJECT WEALTH — Stop the leaks- and missed opportunities!
We find where you are overpaying in taxes and where your personal wealth is exposed — then fix it. “OUR DISCOVERY REPORT”
#3 TRANSITION — Build your exit before you need it
We build the plan that lets you leave the business — by choice, not by crisis — with the money in your pocket, not just the memories. It is a plan by “Design” and not a plan by “Default”.
Resources:
Check out this video: “Business Owners Getting This Wrong: A trapped Retirement plan.
Get your Free Report: Building Wealth Through Your Business!
Want to discuss, use my calendar: Toms Calendar
Your Business Worth 