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
P&L: Priorities & Lifestyle Episode 72

P&L: Priorities & Lifestyle Episode 72

P&L: Priorities & Lifestyle Episode 72 - Thriving In An Ever-Evolving Industry with Brian O'Neil Brian O’Neil is the CEO of…
P&L: Priorities & Lifestyle Episode 71

P&L: Priorities & Lifestyle Episode 71

P&L: Priorities & Lifestyle Episode 71 - Running A Research-Based Business with Peter Bendor-Samuel Peter Bendor-Samuel, CEO of…
P&L: Priorities & Lifestyle Episode 70

P&L: Priorities & Lifestyle Episode 70

P&L: Priorities & Lifestyle Episode 70 - Scaling A Franchisee Business with John Schissler John Schissler, owner/CEO of J&M…
P&L: Priorities & Lifestyle Episode 69

P&L: Priorities & Lifestyle Episode 69

P&L: Priorities & Lifestyle Episode 69 - Finding Purpose As Entrepreneurs with Jess Stewart Jess Stewart, founder/CEO of Jess…
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