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Maximizing Business Value: Business Exit Planning for Entrepreneurs

The Entrepreneur’s Guide to Strategic Exits

Business exit planning is the coordinated process of increasing what your company is worth, structuring the sale so more of the proceeds survive taxes, and converting business value into personal wealth. For entrepreneurs running seven- to nine-figure businesses, it ideally begins three to five years before a transaction and spans entity structure, tax strategy, estate planning, team building, and deal execution. The steps you take today largely determine how much of the value you built becomes yours.

This guide covers the frameworks and strategies billionaires use to build business value before, during, and after an exit—from entity structuring and tax optimization to team building and deal negotiation.

It draws on our experience guiding entrepreneurs through exits ranging from multi-million-dollar sales to a $1.6 billion sale, and on the systematic approach the ultra-wealthy use to protect the value they create—whether your exit is imminent or still years away.

shipping containers

What Is the Entrepreneurial Exit Paradox?

As an entrepreneur building a successful business, you face a critical reality that often goes unrecognized: running a profitable company doesn’t automatically translate to personal wealth. This disconnect creates what we call the "Entrepreneurial Exit Paradox."

Many entrepreneurs find themselves in one of these three scenarios:

The Over-Concentrated Wealth Trap

Your entire net worth is tied to a single, illiquid asset (your business), creating enormous risk with no diversification.

The Lifestyle Business
Ceiling

You've built a company that provides a great income but lacks the systems, structures, and scalability needed for a significant exit.

The Vanishing Value Phenomenon

You've created substantial business value on paper, but when it's time to exit, various factors erode that value before it reaches your personal balance sheet.

"Revenue is vanity, profit is sanity, but cash is king," as the old business adage goes—a saying popularized by entrepreneurs like Alex Hormozi. It applies perfectly to business exits: revenue can look impressive and margins healthy, but what matters is how much cash actually ends up in your pocket after the exit.

Why Do Most Entrepreneurs 
Leave Millions on the Table?

The statistics are sobering. According to the Exit Planning Institute’s State of Owner Readiness research, only 20-30% of businesses that go to market actually sell. And even when a deal closes, avoidable mistakes in preparation, timing, and execution routinely erode how much of the value actually reaches the owner.

The root cause? Most entrepreneurs approach exits reactively rather than strategically. They focus exclusively on growing the business without building the systems, documentation, and team that make its value transferable—and by the time a buyer is at the table, the highest-leverage improvements are no longer available.

What Drives Business Value
Beyond Revenue & EBITDA?

Before you can maximize your exit, you need to understand what actually drives business value. Many entrepreneurs focus solely on revenue or EBITDA; buyers weigh a broader set of factors.

8 Value Drivers
That Actually Matter

When we assess business value with our clients, we examine eight critical factors that determine what buyers are willing to pay:

Each one is set out in full — what a buyer is testing, and where it shows up in diligence — on our business value drivers deep dive.

Financial Performance

Revenue growth, profit margins, and cash flow consistency

Growth Potential

Scalability, market opportunity, and expansion capabilities

Transferable Systems

Documented processes that don't rely on the owner

Customer Diversification

Reduced dependency on a small number of clients

Competitive Advantage

Unique selling proposition and market positioning

Management Team

Strong leadership that will remain post-exit

Recurring Revenue

Predictable, subscription-based income streams

Owner Dependency

The degree to which the business relies on your personal involvement

What Is the Multiple Effect? 
Small Improvements, Massive Results

The "multiple effect" is what makes business value optimization so powerful. When you increase your EBITDA by $100,000 and your business sells for a 5x multiple, that’s an additional $500,000 in exit value.

Even more impactful: if you can increase your multiple from 3x to 5x on $1 million in EBITDA, that’s a $2 million increase in total value. This multiplier effect is why systematically building business value—and increasing your profit margin—compounds far faster than focusing on revenue growth alone. Buying scale is the other route to the same arithmetic, and strategic acquisitions is where we set out when that route is worth its risk.

The Billionaire Blueprint How Do the Ultra-Wealthy Prepare for an Exit?

Billionaires understand that maximizing business value begins years before any transaction, and they plan for value, optionality, and after-tax proceeds—not just the sale itself. They implement sophisticated strategies designed to optimize both business value and post-exit wealth.

Entity Structuring for Tax-Efficient Exits

The way your business is structured fundamentally impacts your exit options and after-tax proceeds. Yet many entrepreneurs operate with entity structures that severely limit their exit potential.

Key Entity Strategies:

  • Strategic C-Corporation Conversions: Leverage the Section 1202 qualified small business stock (QSBS) exclusion. For stock acquired on or before July 4, 2025, up to $10 million in gains (or 10x your investment, if greater) can be excluded from federal tax after a five-year hold. For stock acquired after July 4, 2025, the 2025 tax law raised the cap to $15 million (indexed for inflation) and added a tiered exclusion—50% after three years, 75% after four, and 100% after five—with the qualifying company’s gross-asset limit raised to $75 million
  • F Reorganizations: Create holding company structures that provide flexibility in transaction structure while maintaining tax efficiency
  • Multiple Entity Frameworks: Separate intellectual property, real estate, and operating companies to build value and manage risk
QSBS Section 1202
Brad Baumgardner
"Before I met Jim and the team at Dew Wealth, I had no idea how much impact my entity structure would have on my eventual exit. They were instrumental in guiding myself and my partners with tax and asset protection through this process."
Brad Baumgardner, who recently sold his business to Blackstone for $1.6B
Unpaid client testimonial

Estate & Legacy Integration

For many entrepreneurs, an exit represents a once-in-a-lifetime wealth event that impacts not just their financial future, but their family’s legacy for generations. Integrating estate planning with exit strategy—the heart of wealth transfer planning—is where billionaires excel.

Key Pre-Exit Estate Strategies:

  • Dynasty Trust Implementation: Establish asset protection and estate tax reduction structures before significant value increases
  • Intentionally Defective Grantor Trusts (IDGTs): Transfer business interests to future generations while maintaining income tax responsibility and control
  • Spousal Lifetime Access Trusts (SLATs): Remove business assets from your taxable estate while maintaining indirect access through your spouse

 

Pre-Exit Tax Optimization

Proactive tax planning represents perhaps the greatest opportunity to preserve wealth during a business exit. The difference between a reactive and a proactive approach can amount to millions of dollars.

Essential Tax Strategies:

  • Tax-Loss Harvesting Strategies: Build a reserve of capital losses to offset future exit gains with sophisticated long/short trading strategies
  • Qualified Opportunity Zone Investments: Defer tax on reinvested capital gains and potentially eliminate tax on the fund investment’s appreciation after a 10-year hold. Deferral for current investments runs through December 31, 2026; beginning in 2027, the opportunity zone program becomes permanent, with a rolling five-year deferral and a 10% basis step-up (30% for rural funds)
  • Charitable Planning: Integrate donor-advised funds, charitable remainder trusts, charitable lead trusts, and even private foundations to reduce tax burden while fulfilling philanthropic goals
Estate and Legacy Integration
Nick Daniel, CEO
"We're looking to exit our company in the next couple years. Bryce and team have been amazing helping our CFO with connections and bankers. The strategies they've put in place have already saved us significantly in taxes while positioning us for maximum value."
Nick Daniel, CEO of a nine-figure business
Unpaid client testimonial

Who Should Be on Your Exit Dream Team?

A successful exit requires more than just a great business—it demands a coordinated team of experts working in harmony. Like a championship sports team, each professional plays a specific position, but they must function as a cohesive unit. That coordination is exactly what a Linchpin Partner®—a personal CFO—provides.

The Core Exit
Team Members

Investment Banker/Business Broker

The quarterback of your transaction team who:

Prepares marketing materials showcasing your business

Identifies qualified buyers and creates competitive tension

Manages the auction process to maximize value

Navigates negotiations to optimize deal terms

M&A Attorney

Your legal protection who:

Structures the transaction to minimize risk

Reviews and negotiates all agreements

Protects your interests through representations and warranties

Ensures proper handling of liabilities and contingencies

Tax Strategist

Your financial optimizer who:

Implements pre-transaction tax planning

Structures the deal for maximum after-tax proceeds

Coordinates post-close tax strategies

Ensures compliance with all tax regulations

Quality of Earnings (QoE) Specialist

Your financial validator who:

Conducts thorough analysis of financial statements beyond standard audit procedures

Identifies adjustments to EBITDA that impact valuation 
(add-backs, one-time expenses, etc.)

Validates revenue recognition and the sustainability of earnings

Provides credibility to your financial reporting that buyers rely on during due diligence

Craig Collins
"Operating as an entrepreneur, you can feel like you're on an island. A lot of times it is a lonely feeling and there aren't many people that you can turn to for guidance or advice. Working with Dew Wealth I feel like I have really a guide to work with, an advisory team that I can turn to for both personal and business decisions."
Craig Collins, Earth Echo
Unpaid client testimonial

How Does the Fractional Family Office® Solve the Coordination Problem?

Billionaires solve the team coordination challenge through family offices that manage every aspect of their wealth, including business exits. But traditional family offices cost about $3 million a year to run on average, according to J.P. Morgan’s 2026 Global Family Office Report—keeping them out of reach for most entrepreneurs. That’s why we created the Fractional Family Office® model, bringing the same comprehensive approach to successful entrepreneurs without the massive overhead costs.

On average, our Wealth Waste Calculator® analysis identifies $16,000 per year in business-value opportunities for the entrepreneurs who complete it (2024 client projections; individual results vary and are not a guarantee).

See If You Qualify with Our Wealth Waste Calculator®

Calculate Now
Will Humphreys
"I was very aware that I could go through that pretty quick if I didn't have a plan. When I came into a significant amount of money in my early 40s, I knew I needed experts to guide me through both the exit and what came after."
Will Humphreys, who successfully exited his healthcare practice
Unpaid client testimonial

Exit Pathways What Are Your Business Exit Options?

Just as there are multiple routes to the same destination, there are multiple ways to exit your business. The key is selecting the path that best aligns with your financial goals, timeline, and legacy objectives.

Exit pathwayTypically best forTypical valuationTypical timeline
Strategic acquisitionBusinesses with strategic value to larger industry playersHighest multiples (often 5-10x EBITDA or more)6-12 months
Private equity acquisitionStrong cash flow and growth potentialCompetitive multiples (4-8x EBITDA)6-9 months
Search fund / individual buyerSmaller or simpler business modelsMore modest multiples (3-5x EBITDA)3-9 months
Management buyout (MBO)Strong management teams ready to take overUsually lower multiples, better termsStructured over several years
Employee stock ownership plan (ESOP)Strong culture and legacy preservationFair market value with tax advantages6-12 months setup, phased transition
Family successionCapable next-generation leadershipOften driven by estate and gifting strategyMulti-year
Recapitalization / passive ownershipLiquidity without a full exitPartial equity extractionVaries by structure

Valuation multiples and timelines are illustrative industry ranges, not predictions; see the disclosure at the bottom of this page.

External Exit Options

Strategic Acquisition

  • Optimal For: Businesses with strategic value to larger players in their industry
  • Typical Valuation: Highest multiples (often 5-10x EBITDA or more) due to synergistic value
  • Timeline: 6-12 months from engagement to close
  • Key Consideration: Cultural alignment and employee impact

Private Equity Acquisition

  • Optimal For: Businesses with strong cash flow and growth potential
  • Typical Valuation: Competitive multiples (4-8x EBITDA) depending on sector and growth
  • Timeline: 6-9 months from engagement to close
  • Key Consideration: Potential for rollover equity and second bite of the apple

Search Fund / Individual Buyer

  • Optimal For: Smaller businesses or those with simpler models
  • Typical Valuation: More modest multiples (3-5x EBITDA) but potentially better cultural fit
  • Timeline: 3-9 months from engagement to close
  • Key Consideration: Financing capabilities and transition period
Illustration of multiple exit pathway routes converging on one destination

Internal Exit Options

Management Buyout (MBO)

  • Optimal For: Businesses with strong management teams capable of taking over
  • Typical Valuation: Usually lower multiples but better terms and longer payout periods
  • Timeline: Can be structured over several years
  • Key Consideration: Management team's ability to secure financing

Employee Stock Ownership Plan (ESOP)

  • Optimal For: Businesses with strong culture and desire to preserve legacy
  • Typical Valuation: Fair market value with significant tax advantages
  • Timeline: 6-12 months initial setup, with transitions often phased over years
  • Key Consideration: Tax benefits vs. complexity and ongoing administration

Family Succession

  • Optimal For: Family businesses with capable next-generation leadership
  • Typical Valuation: Often based on estate planning & gifting strategies rather than maximum value
  • Timeline: Multi-year planning and transition
  • Key Consideration: Family dynamics and equitable treatment of all family members

Recapitalization / Passive Ownership

  • Optimal For: Entrepreneurs who want liquidity but aren't ready for full exit
  • Typical Valuation: Extract equity while maintaining control or transitioning to passive role
  • Timeline: Varies based on structure and goals
  • Key Consideration: Balancing current liquidity needs with long-term growth potential
ESOP - EMPLOYEE STOCK OWNERSHIP PLAN
Mike Arce, Founder of Loud Rumor
"During COVID, Dew Wealth was there for me with EIDL, PPP, and everything I needed to make sure that I got the most opportunity to succeed through that very tough time. When it came time to exit, they helped me find the path that matched not just my financial goals, but what I wanted my legacy to be."
Mike Arce, Founder of Loud Rumor
Unpaid client testimonial

The Exit Timeline
What Is the Ideal Exit Planning Sequence?

A successful exit requires methodical preparation and execution. Below is the timeline framework we use with clients to build and protect value. The 24 months immediately before going to market have their own sequence, set out in preparing a business for sale.

 


P H A S E  O N E

Strategic Preparation

(12-24 Months Pre-Exit)

During this critical phase, focus on the fundamental improvements that build business value:

Implement financial reporting systems that provide clear, accurate, and timely information

Reduce owner dependency by building and documenting systems and processes

Strengthen your management team and ensure key employees have retention incentives

Optimize entity structure and implement pre-exit tax strategies

Address potential due diligence red flags before they become issues


P H A S E  T W O

Market Readiness

(3-6 Months Pre-Market)

As you prepare to enter the market, this phase focuses on positioning your business for maximum appeal:

Select and engage with your investment banker or business broker

Prepare comprehensive marketing materials and financial models, including quality of earnings

Identify and research potential strategic and financial buyers

Develop your communication strategy for employees, customers, and vendors

Create your ideal structure for the transaction


P H A S E   T H R E E

Market & Deal Execution

(4-8 Months)

This active phase moves from initial marketing through closing:

Implement confidential marketing process to qualified buyers

Review and negotiate Letters of Intent (LOIs)

Manage comprehensive due diligence process 

Negotiate final purchase agreement and deal terms

Coordinate closing process and transition planning

Samantha Guthrie
"You can do it yourself or you can do it with a bunch of experts who know what they're doing. The time and frustration you save working with an organization that actually understands exactly what you're going through...it's definitely one of the best decisions I've ever made."
Samantha Guthrie, who successfully exited her business
Unpaid client testimonial

Post-Exit Wealth Management How Do You Manage Wealth After the Sale?

The work doesn’t end at closing—in many ways, it’s just beginning. Successful entrepreneurs approach post-exit wealth management with the same strategic mindset they applied to building their businesses.

The Post-Exit Wealth Plan

Immediate Post-Close Priorities

  • Cash Flow Management: Establish systems designed to help your money last throughout your lifetime
  • Investment Strategy: Implement the "billionaire investment allocation" approach—a family office investment strategy—for diversification
  • Tax Efficiency: Continue proactive tax planning to preserve wealth
  • Risk Management: Protect your new liquidity through proper asset protection planning

Long-Term Wealth Preservation

  • Family Governance: Establish systems for multi-generational wealth management
  • Legacy Planning: Design and implement your charitable and family legacy
  • Wealth Education: Prepare the next generation for responsible stewardship
  • Lifestyle Sustainability: Balance enjoying your wealth with preserving it
Fractional Family Office post-exit wealth plan diagram
Brandon Poulin
"Once you start to accumulate and build wealth, it's a whole other thing. Earning it is one thing, but keeping it is more important. I've absolutely loved working with Dew Wealth and their team. I honestly don't see myself ever not working with them."
Brandon Poulin, who built a company that's appeared on the Inc. 5000 list twice
Unpaid client testimonial

What Are the Most Common Exit Planning Mistakes?

Across more than 25 years of guiding entrepreneurs, we’ve identified the most costly mistakes made during exit planning. Being aware of these pitfalls can save you millions.

Waiting Too Long to Start Planning

Many entrepreneurs believe exit planning only matters when they're ready to sell. This costly misconception leads to rushed decisions and suboptimal outcomes. Strategic exit planning ideally begins 3-5 years before any transaction to maximize value and optionality.

Focusing Solely on Sale Price

While headline valuation matters, deal structure often has a greater impact on how much money actually reaches your pocket. Terms like earnouts, seller financing, representations and warranties, working capital adjustments, and escrow arrangements can significantly affect your net proceeds.

Neglecting Tax Planning

Depending on your entity structure and state, taxes can consume 30-50% of your exit proceeds without proper planning. Strategic pre-transaction tax planning can legitimately reduce or defer this burden, often saving millions. Once a letter of intent is signed, many tax strategies become unavailable.

Maintaining Owner Dependency

If your business can't operate without you, its value is severely limited. Buyers pay premiums for businesses with strong management teams and documented systems that will continue to function after the founder departs.

Mismanaging the Due Diligence Process

Due diligence is where deals often fall apart. Unprepared entrepreneurs find themselves scrambling to provide documentation, explain discrepancies, or address issues they didn't anticipate. Proactive due diligence preparation identifies and resolves potential problems before they threaten your deal.

Jordan Linscombe, Owner & Entrepreneur
"Working with Dew Wealth has been one of those investments where the tax savings you're gonna achieve in year one or some of the additional savings you can have or increased sales is more than worth it. I would encourage you to give it a try. I think you'll be more than blown away by all of the efficiencies and all of the support that you'll find throughout that journey."
Jordan Linscombe, Owner & Entrepreneur: Something New Brand of Companies
Unpaid client testimonial

The Path Forward

Building and exiting a successful business represents one of the most significant wealth creation opportunities available to entrepreneurs. Yet without proper planning and execution, much of the value you’ve created can slip away through avoidable taxes, suboptimal deal structures, or inadequate preparation.

The billionaire approach to business exits combines strategic foresight, sophisticated planning, and coordinated execution across multiple disciplines. Through a Fractional Family Office® model—including wealth management built for business owners—you can apply the same disciplines without billionaire-level wealth.

Whether your exit is imminent or years away, the actions you take today will directly impact your ultimate outcome. Entrepreneurs who achieve strong results don’t leave their exits to chance—they implement systematic processes designed to increase value, reduce taxes, and create lasting legacies.

Illustration of a mountain peak above the clouds
Nick Daniel, CEO
"I can't say enough about these guys. It's been an absolute godsend for us. They've been amazing helping our CFO with connections and bankers. The strategies they've put in place have already saved us significantly in taxes while positioning us for maximum value."
Nick Daniel, CEO of a nine-figure business preparing for exit
Unpaid client testimonial

Frequently Asked Questions

What is business exit planning?

Business exit planning is the coordinated process of preparing a company and its owner for a future sale or transition. It combines increasing business value, structuring the entity for a tax-efficient sale, building a management team and documented systems, assembling the right transaction advisors, and integrating the exit with the owner’s personal financial and estate plan. Ideally, it begins three to five years before a transaction.

How early should I start planning my exit strategy?

Ideally, exit planning begins 3-5 years before any anticipated transaction. This timeline allows for implementing value-enhancement strategies, optimizing tax structures, building management depth, and addressing potential due diligence issues. Even if you have no immediate plans to exit, having a strategy in place provides options should circumstances change unexpectedly.

What’s the difference between strategic buyers and financial buyers?

Strategic buyers are typically companies in your industry or adjacent markets looking to acquire your business for synergistic value. They often pay higher multiples but may have specific integration plans that impact your team and culture. Financial buyers, like private equity firms, purchase businesses primarily as investments. They may offer lower initial valuations but could provide opportunities for you to retain equity and potentially benefit from a "second bite of the apple" in a future transaction.

How do I know if my business is ready for an exit?

Business exit readiness can be evaluated across several dimensions: financial performance (steady growth and profitability), operational systems (documented processes that don’t depend on the owner), management depth (strong leadership beyond the founder), market position (sustainable competitive advantage), and industry timing (favorable market conditions).

How much experience does Dew Wealth have with business exits?

We’ve guided entrepreneurs through exits ranging from seven-figure transactions to a complex $1.6 billion sale. Our experience spans multiple industries and transaction types, from strategic sales to private equity transactions. We don’t just advise on exits—we build comprehensive teams around our clients throughout the process.

Do I need to replace my current advisors to work with your Fractional Family Office®?

No. Our approach is designed to complement your existing team of trusted professionals. We often work alongside clients’ current attorneys, CPAs, and other advisors, providing coordination and specialized expertise while ensuring everyone moves in alignment toward your goals. In situations where gaps exist in your advisory team, we can recommend specialists from our national network of vetted professionals who excel in working with entrepreneurs at your level.

What if I’m not sure I want to exit my business?

Exit planning isn’t exclusively about selling your business—it’s about creating options. By implementing the strategies we outline, you’re building a more valuable, transferable business with less owner dependency. This gives you the freedom to choose your path: sell to an outside buyer, transition to family members, empower your management team to take ownership, or simply reduce your day-to-day involvement while maintaining ownership. The goal is optionality and value, regardless of your ultimate decision.

How do you increase the value of a business before selling?

Buyers pay for transferable, predictable earnings. The highest-leverage improvements are reducing owner dependency, documenting systems and processes, diversifying the customer base, building a management team that stays after the sale, growing recurring revenue, and producing clean, credible financial statements. Because businesses sell on a multiple of earnings, each improvement compounds—raising both EBITDA and the multiple a buyer is willing to pay.

How do you typically charge for exit planning services?

Unlike many exit planners who charge success fees or commissions (creating potential conflicts of interest), we operate on a transparent fixed-fee model through our Fractional Family Office®. This ensures we’re incentivized to provide strategies that work for your long-term benefit, not just to close a transaction. Our services are designed for entrepreneurs generating $1M+ in annual revenue, with specific scope and pricing tailored to your unique situation after an initial assessment.

Explore These Strategies

Ready to explore how these strategies apply to your specific situation? Take the first step by completing our Wealth Waste Calculator to identify your biggest opportunities and gaps in your current exit planning approach.

Calculate Now

Page last updated: August 2, 2026

Disclosure

Dew Wealth Management, LLC ("Dew Wealth") is an SEC-registered investment adviser located in Scottsdale, Arizona. Registration does not imply a certain level of skill or training. The information provided in this material is for general informational and educational purposes only and should not be construed as personalized investment, tax, or legal advice. All investing involves risk, including the potential loss of principal. This material contains testimonials by clients of Dew Wealth. Testimonials presented are unpaid testimonials from actual clients of Dew Wealth. These testimonials may not be representative of the experience of other clients, and are not indicative of future performance or success. Results vary depending on each client’s specific financial situation, needs, goals, and objectives.

References to "billionaire" strategies, approaches, or investment allocations reflect general concepts and principles that may be employed by high-net-worth individuals and are provided for illustrative purposes only. No representation is being made that any client will or is likely to achieve the same or similar results as those shown. Specific business exit valuations, multiples, and timelines mentioned (e.g., "5-10x EBITDA" or "6-12 months from engagement to close") are for general educational purposes only and represent typical ranges based on industry observations. Actual exit valuations and timelines depend on numerous factors including but not limited to industry, market conditions, company size, profitability, growth rate, competitive landscape, and other variables specific to each business. The average savings figure cited from the Wealth Waste Calculator® ($16,000 per year in the business-value category, based on 2024 client projections) is derived from Dew Wealth’s documented Wealth Waste Calculator methodology, represents historical projections for certain clients, and is not a guarantee of future results; individual results vary. Industry statistics cited on this page (business-sale completion rates and family office operating costs) are drawn from published third-party sources, including the Exit Planning Institute’s State of Owner Readiness research and J.P. Morgan’s 2026 Global Family Office Report, and are provided for general context. Any discussion of tax matters contained herein is not intended or written to be used, and cannot be used, for the purpose of avoiding tax penalties. Any statements regarding tax strategies, entity structuring, or tax optimization should be reviewed with qualified tax professionals before implementation. Dew Wealth Management, LLC does not provide legal or tax advice. Coordination with qualified legal and tax professionals is strongly recommended for implementation of exit planning strategies. References to specific investment structures, trusts, or other wealth management vehicles are educational in nature and do not constitute a recommendation for any specific individual. Dew Wealth does not guarantee that implementing the described strategies will result in improved exit valuations, tax benefits, or wealth preservation.

Third-party quotes, statistics, or references to external sources are included for informational purposes only, and Dew Wealth does not endorse or guarantee the accuracy of such information. Certain representatives of Dew Wealth maintain insurance licenses to allow for consultation on insurance needs; they do not solicit clients for commission-based insurance sales, and such licenses are maintained for the purpose of receiving trail commissions on previously implemented policies, as described in our Form ADV Part 2A. The Fractional Family Office® and Wealth Waste Calculator® are registered service marks of Dew Wealth Management, LLC. Past performance does not guarantee future results. The value of investments may fluctuate and can go down as well as up. Clients may not get back the amount originally invested. Forward-looking statements or projections are not guaranteed and actual results may differ materially.

By accessing, using, or receiving this Document, the Recipient acknowledges and agrees to be bound by the terms and conditions outlined at DewWealth.com/IP.