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 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…
P&L: Priorities & Lifestyle Episode 68

P&L: Priorities & Lifestyle Episode 68

P&L: Priorities & Lifestyle Episode 68 - Communicating Effectively In Sales Conversations with Tiffany Koettel This week, we…
P&L: Priorities & Lifestyle Episode 67

P&L: Priorities & Lifestyle Episode 67

P&L: Priorities & Lifestyle Episode 67 - The Difference Between Management and Leadership with Lisa Harrington Lisa…
P&L: Priorities & Lifestyle Episode 66

P&L: Priorities & Lifestyle Episode 66

P&L: Priorities & Lifestyle Episode 65 - How To Prepare Your Business To Be Sold with Steve Conwell Steve Conwell,…
See Full Blog