Disconnected advice
Your CPA handles taxes. Your investment advisor handles accounts. Your broker sells benefits. No one is tying it all together around you.
For owner-led U.S. businesses with 20-100 employees
Financial Clarity for Owners of 20-100 Employee Businesses
Tie your personal finances, your business, and your team benefits into one integrated, math-backed plan so you know exactly when work becomes optional and how to get there.
- See one clear picture of your personal wealth, business cash flow, and team benefits instead of disconnected advice.
- Get your “work-optional” number and a practical 12-24 month path to start moving toward it.
- Redesign benefits so your team actually values them without blowing up payroll costs.
- Tighten protection so one bad event doesn’t undo 20 years of effort.
- Ongoing guidance for you and your team, so you’re not the only one everyone leans on for “money questions.”
VSL
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Your business may be rich. That does not mean you are.
Use this section for your VSL covering the integrated planning approach, the Foundation Review, and who this is for.
Why owners reach out
When the company is doing well but your financial life still feels fragmented.
No clear finish line
You’ve built something real, but you still do not know your work-optional number or what it would take to step back confidently.
Team pressure
You are paying meaningful payroll and benefits, yet retention still feels fragile and your people remain stressed about money.
High-stakes blind spots
Protection gaps, tax drag, legacy accounts, and business value decisions create risk that compounds quietly until it becomes expensive.
What’s different
65 concepts. One integrated map. Decisions tied back to your real goals.
Good Deals combines business financial planning, personal wealth management, insurance, and team benefits into one coordinated plan. The result is less noise, better sequencing, and a clearer path to financial independence or exit readiness.
01
Map the business, the owner balance sheet, and team benefits together.
02
Find the 3-5 highest-leverage moves for the next 30-90 days.
03
Execute with ongoing guidance, not a one-time binder on a shelf.
The first 90 days
Simple from the start. Structured enough for complex businesses.
Foundation Review
A focused 30-minute conversation to understand the owner, the business, and the team at a high level.
Clarity Map
A structured data-gathering process to organize the numbers, surface gaps, and establish priorities.
Priority Moves
The first recommendations go live: savings rate, protection, benefits design, investment coordination, or exit prep.
Short application
Start your 30-minute Foundation Review.
If you own a U.S. business with roughly 20-100 employees and feel like the company is rich but you’re not, this is for you. In your Foundation Review, we’ll look at your personal finances, business, and team benefits together, identify the biggest gaps, and show you what an integrated plan could look like for your next 10-20 years.
Best fit: owner-led U.S. businesses, 20-100 employees, willing to
share both business and personal financial context, and serious about implementation.
FAQ
Good to know before you book.
Do I really have time for this?
Yes. The early process is built for busy owners: a 30-minute Foundation Review, a structured data-gathering process we help organize, and a few focused working sessions over 30-90 days.
Our situation is messy and complex. Are we too “weird” for this to work?
Complex is normal at 20-100 employees. Multiple entities, partners, legacy accounts, and pieced-together benefits are exactly what the integrated map is for.
We already have an advisor, CPA, and benefits broker. How do you fit in?
We coordinate around your actual goals as an owner. Where there are gaps, overlap, or misalignment, we show it plainly and help you decide what changes to make.
I’m not comfortable sharing all of my numbers.
That is reasonable. Good Deals operates as a fiduciary with strict confidentiality. You stay in control of the process and access is earned step by step.
How do you charge, and how do I know it’s worth it?
Compensation is a mix of transparent advisory fees and, where appropriate, insurance or benefits compensation. If there is not a clear path to creating more value than cost, that should be obvious on the first call.