Engage & Discover

We first Engage business owners with fast, easy and inexpensive valuations using BizEquity's patented technology.  This leads to a better Discovery process to identify specific estate, retirement, succession and key employee benefit needs.

Design

We Design wealth protection solutions using institutionally priced life insurance products.  Our independence and years of industry "insider" experience leads us to solutions that are custom designed and economically efficient.

Execute

Great solutions don't implement themselves.  We Execute full turnkey strategies from client presentation to insurance underwriting and ongoing plan administration through our various business partners.  Each are selected to uniquely fit your client's specific goals and needs.

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Go with a team approach.

Partnering with the EBGUY enhances your practice by sharing over 30 years of experience and a host of professional resources to assist with your business owner client's planning needs.

YOU are the primary client.

Our practice keeps you, the advisor, as the primary point of contact and relationship manager with the business owner.  Our process of ENGAGE, DISCOVER, DESIGN and EXECUTE best identifies the needs of your client and where you can best help them achieve their goals.

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Next Steps...

An estimated 10 million closely held businesses will transfer $12 Trillion of wealth over the next 10 years.  These owners are in critical need of advice and solutions to retain, reward and recruit key talent to protect the future of their business and key source of retirement wealth.  Contact me today to learn more about how to add executive benefit planning to your practice.