Navigating the Wealth Transition Maze

You’ve built a successful business. Now it’s time to build your legacy. What comes after success? For high-net-worth business owners, transitioning from the day-to-day grind to long-term wealth optimization is a whole new challenge—and one you don’t have to face alone. In Navigating the Wealth Transition Maze, advisors Paul McCormack and John Bartels guide you through the critical decisions that will define your next chapter. This isn’t about theories—it’s about actionable strategies for protecting, growing, and enjoying the wealth you’ve worked so hard to build. Inside, you’ll discover how to: - Plan your exit with confidence — Know your number, your timeline, and how to maximize the value of your business when it’s time to move on. - Build the right advisory team — Stop working with disconnected experts and find a financial “quarterback” who aligns every part of your wealth strategy. - Protect your wealth and your heirs — From taxes and lawsuits to family conflict, learn how to safeguard what you’ve built for the next generation. - Redefine your identity post-exit — Make a smooth transition into a new phase of life with purpose, clarity, and financial freedom. - Turn complexity into simplicity — Understand the most effective strategies for wealth optimization, from business valuations and asset protection to estate planning and generational education. Navigating the Wealth Transition Maze is your blueprint for turning success into long-term security, impact, and legacy. Your wealth deserves more than luck. It deserves a strategy. Ready to optimize? The next chapter of your wealth story starts here.