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 62

P&L: Priorities & Lifestyle Episode 62

P&L: Priorities & Lifestyle Episode 62 - The Genesis Of WeBuyHouses.com with Jeremy Brandt Jeremy Brandt joined me on the…
P&L: Priorities & Lifestyle Episode 61

P&L: Priorities & Lifestyle Episode 61

P&L: Priorities & Lifestyle Episode 61 - The Evolution Of Digital Marketing with Brad McCormick Brad McCormick, Principal at…
P&L: Priorities & Lifestyle Episode 60

P&L: Priorities & Lifestyle Episode 60

P&L: Priorities & Lifestyle Episode 60 - Transitioning Your Business To ESOP with Chris McKee Chris McKee returned to the…
P&L: Priorities & Lifestyle Episode 59

P&L: Priorities & Lifestyle Episode 59

P&L: Priorities & Lifestyle Episode 59 - The Life Of A Serial Entrepreneur with Bob McCarthy Bob McCarthy, a serial…
See Full Blog