Business owners know first-hand: success doesn’t happen by chance. The same is true of building wealth. 
 
Schulz Wealth specializes in guiding successful business owners in creating personal financial success. We have a deep understanding of the unique pressures, challenges and opportunities that you and your family face – and how to create personal financial freedom that ensures a future on your terms.

100%

of business owners will leave their company one day, whether planned or not.

50-90%

of a business owner’s net worth can be tied up in the value of the business.

Only 20%

of business owners have a written plan for their exit.

Source: Business Owner Survey Report, 2019, Business Enterprise Institute, Navix Consultants

Our Featured Posts
Preparing for Business Transition: How Do You Measure Up?

Preparing for Business Transition: How Do You Measure Up?

Running a business is deeply personal. For many, it represents years of hard work, financial investment, and emotional commitment. Yet, one of the most significant…
P&L: Priorities & Lifestyle Episode 80 - The Story Behind

P&L: Priorities & Lifestyle Episode 80 - The Story Behind "I Just Got Hit" with David Godsey

P&L: Priorities & Lifestyle Episode 80 - The Story Behind "I Just Got Hit" with David Godsey David Godsey is a co-founder behind…
P&L: Priorities & Lifestyle Episode 79 - Implement EOS, Accelerate Your Growth with Gary Leeman

P&L: Priorities & Lifestyle Episode 79 - Implement EOS, Accelerate Your Growth with Gary Leeman

P&L: Priorities & Lifestyle Episode 79 - Implement EOS, Accelerate Your Growth with Gary Leeman Gary Leeman implements EOS,…
The Evolution of a Business Owner's WealthStack: Building a Stronger, Diversified Financial Foundation

The Evolution of a Business Owner's WealthStack: Building a Stronger, Diversified Financial Foundation

As a business owner, you’ve likely invested countless hours and resources into growing your business. For many, the business represents the lion’s share of their…
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