Business Owner Webinar

Protecting what you've built.

Benefits. Buy-sell. Retirement. Action.

Critical strategies for business owners: tax planning, succession, employee benefits, and retirement.

Jace Bricker

12 Stones Capital Partners

Scan to Schedule

Scan the code to schedule your complimentary business owner financial review.

Jace Bricker

team@12scp.com

The Business Owner Blind Spot

You've built a thriving business. But are you protected?

Gaps. Exposure. The cost of waiting.

Business owners may have financial questions or coordination needs that deserve a closer review.

58%

have no formal buy-sell agreement

65%

rely on business sale as primary retirement strategy

72%

have no documented succession plan

43%

offer no competitive employee benefits package

What's Inside

Benefits. Protection. Retirement. Plan.

Tax-advantaged retention strategies that cost less than salary raises

Protect your partnership from death, disability, and voluntary exit

Build wealth outside your business – stop relying on a single-asset exit

Five steps to take this month to close gaps in your financial strategy

Your Action Plan

Audit. Review. Calculate. Explore. Schedule.

Audit your benefits package against competitors

Review or create a buy-sell agreement

Calculate your retirement savings gap

Explore defined contribution or defined benefit plans

Schedule a business owner financial review