Smart Money Moves for Entrepreneurs & Business Owners

Entrepreneurs and business owners – are you making the right money moves to grow, protect, and sustain your financial future? In this exclusive 3-part hybrid workshop series, you’ll gain the critical financial strategies needed to elevate your business. You’ll learn how to secure wealth and plan for long-term success.

This series is designed for entrepreneurs, business owners, and professionals looking to make smarter financial decisions and build sustainable wealth. Whether you’re just starting out or already scaling your business, you’ll come away with real-world strategies to grow and protect your success.

Module 1: Building Savings & Wealth

• Setting personal and business financial goals that align with your growth strategy.
• Developing a financial foundation mindset to secure both business and personal wealth.
• Understanding the Wealth Formula and how to apply it to your business.
• Managing the impact of time and inflation on business profits and investments.

Module 2: Increase Cash Flow & Manage Debt

• Discover hidden cash flow opportunities within your business.
• Identify leakages—where your business money is going.
• Strategies to pay off business debt faster while maintaining operations.
• How to boost cash flowthrough pricing, tax planning, and expense management.

Module 3: Preparing with Proper Protection

• The X-Curve Concept: balancing risk and financial security as a business owner.
• Why Proper Protection is essential. How to protect business assets and personal wealth from lawsuits, taxes, and economic downturns.
• Avoiding common financial protection mistakes business owners make.

Module 4: Your Health & Wealth – Protecting Yourself & Your Business

• The financial impact of health emergencies on your business and family.
• Understanding and preparing for medical expenses as a business owner.
• Planning for business succession and continuity in case of health issues.
• How to structure wealth transfer strategies while minimizing taxes.

Module 5: Asset Accumulation Strategies

• Building wealth inside and outside of your business.
• The cost of delaying investments and how to start today.
• Evaluating historical returns vs. your actual returns to optimize investments.
• Risk management strategies tailored to business owners.

Module 6: Fulfilling Long-Term Goals & Exit Planning

• Planning for higher education costs for your children while running a business.
• Retirement planning: Pensions, IRAs, annuities, and business exit strategies.
• Rollover options for business profits into wealth-building vehicles.
• Understanding tax implications of business sales, succession, and wealth transfer.

• Dates: March 27, April 03, April 10, 2025
• Time: 6:00pm - 8:00pm
• Location: Sessions 1 and 3: are in-person at the Penthouse Business Loft & WORKSPAce™ / Session 2 is vitual.
• Address: 3450 W. Central Ave., Ste. 374, Toledo, Ohio
• Pricing: $249 for the full series. Special Penthouse launch pricing & engagement discounts available! See FAQ for details.

Info: In this power-packed first session, you'll learn how to build a strong financial foundation to support business success and long-term wealth. Through two key modules, we'll cover strategies for savings, wealth-building, cash flow management, and debt reduction to help you gain financial control and set your business up for sustainable growth.

Info: Now that you've built a strong financial foundation, it's time to protect your business, assets, and long-term success. In this session, we'll cover essential financial protection strategies to safeguard both your business and personal wealth against unforeseen risks, legal challenges, and health-related setbacks.

Info: Business owners must not only grow their wealth but also structure it for sustainability, transition, and legacy building. Whether you're planning for retirement, business succession, or wealth preservation, these strategies will help you make confident, future-focused decisions.

Event Venue & Nearby Stays

Penthouse Business Loft & WORKSPAce, 3450 W. Central Ave., Toledo, United States