For Business Owners Who Can't Sleep
Includes a Complimentary Business Risk & Policy Audit
You've poured everything into your business. But in the quiet hours of the night, the questions start creeping in. The same questions that haunt every successful founder who hasn't secured their exit.
"I invest every dollar of profit back into the business. If I wanted to retire tomorrow, could I? Or is my entire future trapped inside the company's bank account?"
"If my top sales director or operations lead walked out (or worse, passed away) tomorrow, would revenue collapse? Do I have the cash to replace them, or would the business stall?"
"If my business partner passes away, I don't just lose a friend. I gain a new partner—their spouse or children. Do I have the liquidity to buy them out, or am I stuck in a partnership I never signed up for?"
"I'm building wealth, but Uncle Sam is waiting for his cut. Am I building a legacy for my family, or a tax liability for the IRS?"
"I invest every dollar of profit back into the business. If I wanted to retire tomorrow, could I? Or is my entire future trapped inside the company's bank account?"
You shouldn't have to choose between growing your business and securing your personal future. At Tesla Wealth Management, we don't just sell policies; we engineer Business Continuity Strategies.
We use the same precision-based financial tools used by the ultra-wealthy to turn business revenue into personal security — tax-efficiently.
We help you extract liquidity from your business into tax-advantaged vehicles (like Cash Value Life Insurance) that grow safely outside your business operations.
We structure plans that provide an immediate cash injection if you lose a critical employee, giving you the funds to recruit, train, and recover without a dip in revenue.
We fund Buy-Sell Agreements that ensure if a partner exits, the funds are there instantly to buy their shares—protecting your control and their family's financial security.
We set up structures to ensure your hard-earned wealth transfers to your heirs, not the tax man.
We believe the financial strategies used by corporations should be available to the entrepreneur.
Most people buy policies. Our clients build dynasties.
Don't wait for a crisis to find the holes in your strategy. Let us review your Buy-Sell agreements, Key Person risks, and Retirement positioning.
We'll identify the risks you haven't seen and show you how to plug the gaps.
Limited spots available this month
3715 N Mozart St Chicago, IL
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