"Navigate Your Freelance Income with Confidence—Expert Financial Planning Awaits!"
Most owners spend decades building a business and no time planning how to create a wealth event at exit.
A fast-paced 30 minutes for Dallas-Fort Worth business owners on how to create a wealth event when you leave, and how to build your own Exit Prep Plan. Join online over your lunch hour. Bring your own lunch and your questions.
with Carl Parsons, Business Performance Advisor
Save your seat
You are in.
Your seat is saved. Check your email for your confirmation. Your personal join link arrives an hour before we begin. We will give you a quick call to say hello.
It starts with three questions most owners have never answered.
No one has really taught owners how an exit works, so it is hard to know what you do not know. Your Exit Prep Plan puts real answers on the table.
Sell to a buyer, pass it to family or your team, or step back over time. The right plan depends on the answer.
Not what you hope it is worth. What a buyer would see when they look at it.
Every business has constraints the owner cannot see from the inside. We help you find yours before a buyer does.
What Kevin will walk you through.
The 5 levels of buyers
Who actually buys businesses like yours, and what each one looks for.
The major issues that stop a sale
The problems that sink deals, and how to see them early.
Concentration risks
The quiet dependencies that cut what a buyer will pay.
The 6 steps to a successful exit
The path from where you are today to the day you hand over the keys.
The Profit Multiplying Framework
How owners double profits, then keep multiplying them up to the day they exit.
Your business is much more than the LLC. A buyer sees your processes and systems, your people, and your brand and customers. That is where the value lives.
Simple from start to finish.
Join other Dallas-Fort Worth owners asking the same questions you are.
Pick your date
Choose the lunch hour that works for you and save your seat. We will email your confirmation and a reminder, and your personal join link arrives an hour before.
Join us at noon
Click your link, bring your own lunch, and we will take 30 minutes together. Questions are welcome.
Build your Exit Prep Plan
If you like what you see, let us know. We will reach out personally to coordinate what it takes to build your Exit Prep Plan, our gift to you. Your decision.
Meet your hosts.
Led by Kevin Alft, with Carl Parsons.
Kevin Alft
[Kevin's bio goes here. Kevin to write.]
Carl Parsons
Former Army sniper and combat veteran.
Before you sign up.
What does it cost?
It is our gift to you. The webinar is held online on Zoom, so there is no lunch provided. Bring your own.
I know very little about exit planning. Is that okay?
That is exactly who this is for. Most owners have never been taught how an exit works, so we start at the beginning and move from there.
Do I have to be ready to sell?
No. Some owners are years away and some have not decided. You only need to want a clearer picture of your options.
What happens at the end?
If you like what you see, say so and we will reach out personally to coordinate what we need to build your Exit Prep Plan, our gift to you. It is always your call.
What do I need to join?
A phone, tablet or computer. You will get a link by email. Click it at noon and you are in. If you need help, reply to the email and we will walk you through it.
What if I cannot make my date?
Pick another. We host a session about every week.
Invest 30 minutes of your lunch hour.
It may be the most valuable half hour you spend on your business this year.
Save my seatFinancial Solutions for Every Life Stage
We offer wealth accumulation, retirement planning, investment management, tax strategies, and estate planning to meet your financial goals.
Wealth Accumulation Strategies
Boost your wealth with tailored investments, savings strategies, and smart budgeting.
Retirement Planning Solutions
Secure your retirement with personalized plans tailored for a fulfilling life after work.
Tax Optimization & Estate Planning
Preserve your wealth with expert tax planning and estate management for future generations
Speaker
The Best
— Sarah M
Business Owner
Managing finances with unpredictable income can be tricky, but it’s not impossible! Join me in this webinar where I’ll talk about the tools and techniques I’ve adopted to handle irregular income, save consistently, and stay prepared for tax season. Financial planning is key to stability, and I can’t wait to show you how I’ve made it work.
— David L
Retired Engineer
If you’ve ever felt overwhelmed by freelance finances, this webinar is for you! I’ll be discussing how separating personal and business finances has transformed the way I manage my money. I’ll also share insights on retirement planning, because even freelancers need to plan for the future!
Thanks to their financial planning services, I now feel secure about my future and my family’s financial well-being!
Retired Engineer
Got Question?
We've got answers
In your freelancing journey, you likely have many questions and concerns. Our goal is to help you navigate through them, which is why we've compiled answers to the most common questions. Whether you need insights on budgeting, taxes, or financial planning, our comprehensive FAQ section is here for you. If you don’t find your question listed, feel free to ask us—we’re here to assist you!
What are the best budgeting practices for freelancers?
Freelancers should track all income and expenses meticulously. Consider using budgeting apps or spreadsheets to categorize expenses and set financial goals. Aim to save a portion of your income each month to cover lean periods.
How do I handle taxes as a freelancer?
As a freelancer, you are responsible for reporting your income and paying taxes. It's essential to keep detailed records of your earnings and expenses. You may want to consult a tax professional to understand your obligations and maximize deductions.
What should I include in my financial plan?
A comprehensive financial plan for freelancers should include budgeting, savings goals, retirement planning, and an emergency fund. Additionally, consider setting aside money for taxes and investing in professional development.
How can I manage irregular income?
Managing irregular income involves creating a buffer. Set aside a portion of your earnings during high-earning months to cover expenses during leaner times. Building an emergency fund can also provide stability and peace of mind.
What are the advantages of having a separate business account?
Having a separate business account helps streamline your finances by keeping personal and business expenses distinct. This makes it easier to track income, manage cash flow, and prepare for taxes, reducing the risk of financial confusion.
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