The Personal Financial Plan for Business Owners: Turn Success Into Freedom
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A step by step guide to build the plan your future deserves
What You'll Work Through
Map your business & personal assets on one clear page.
Calculate the income you'll need after the exit.
Rank high-impact, low-effort moves you can start this quarter
Why This Matters
Clarity Beats Chaos
End the mental spaghetti of spreadsheets, brokerage statements, and business valuations scattered everywhere. See the whole picture in one framework.
Protect What You Built
Stress-test how a slowdown, tax hit, or market wobble could derail your exit - and learn what to do now while you still have control.
Decisions with Confidence
Bring spouse, partner, or co-owner onto the same page so every next step feels obvious - not overwhelming.
Ready to get started?
Is This You?
You're 5 - 10 years from stepping away - and most of your net worth is in your company.
You'd rather avoid a Million Dollar Tax Surprise than chase meme-stock returns.
You want straight talk and plain English - not a sales pitch.
→ If that sounds familiar, this plan is built for you.
Ready to future-proof your hard-earner wealth?
By downloading this ebook, I agree to Parkwoods Wealth Partners adding me to their mailing list.
How it Works
Download
the Workbook
Block 30 minutes
Fill in the worksheets solo or with your spouse
Spot Your Gaps
Know exactly where to focus - and schedule a Clarity Call any time
Need help turning insights into a full plan? Book a free 20-min Clarity Call any time - no obligation.
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?
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By downloading this ebook, I agree to Parkwoods Wealth Partners adding me to their mailing list.