Plan for Your Family,
Not Just Your Business
A free 6-step workbook to help you protect your wealth, your loved ones, and your future.
By downloading this ebook, I agree to Parkwoods Wealth Partners adding me to their mailing list.
Inside the Workbook
See your business and personal finances on one simple page
Understand how much income you'll need after your exit
Get quick wins you can act on this quarter
Why This Matters
Clarity Beats Chaos
Stop juggling spreadsheets. See the whole picture in one framework.
Protect What You Built
Learn what to do if a slowdown or tax hit threatens your plan.
Decisions with Confidence
Get your spouse or partner on the same page so every step feels easier.
Ready to get started?
Is This You?
You're 5 - 10 years from stepping away - and most of your net worth is in your business.
You'd rather avoid a Million Dollar Tax Surprise than chase meme-stock returns.
You want straight talk in plain language
→ If that sounds familiar, this plan is built for you.
Ready to Secure What You've Built?
By downloading this ebook, I agree to Parkwoods Wealth Partners adding me to their mailing list.
How it Works
Download
the Workbook
Spend 30 minutes
on your own or with your spouse to start building clarity.
Spot Your Gaps
Know exactly where to focus - and schedule a Clarity Call any time
STILL NOT SURE?
Frequently Asked Questions
Is this only for owners close to selling?
No. Whether your exit is 10 years out or on the horizon, the sooner you see the whole picture, the better your outcome.
Do I need my financials handy?
Having rough numbers helps, but placeholders work—you’ll refine as you go.
What’s the catch?
None. We hope the guide is valuable; if you ever want expert help, you know where to find us.
Can my business partner use it too?
Absolutely! Feel free to pass this along to anyone that might be interested. Everyone deserves the retirement that they've worked so hard for.
Will you try and sell me something?
No. The workbook is free, with no obligation. If you'd like to talk later, that's up to you.
By downloading this ebook, I agree to Parkwoods Wealth Partners adding me to their mailing list.