Small Business Wealth

Dan Matheson is the founding member and CEO of K2 Business Group and is the founding member of the Utah Chapter of Certified Exit Planning Advisors. He specializes in business succession and transitioning business owners from business income to safe, predictable, lifetime income with a key emphasis on minimizing current and future taxes. Erik Woodbury is a CPA who specializes in forward-thinking tax strategies for small business owners. He is an expert in holistic tax planning and strategy.

Are your family business and wealth prepared for major transition? Everything is in transition. Look around.... Business is in transition. Family is in transition. And the thing that no one wants to truly admit.... Wealth is in transition. You will be faced with some very difficult choices in the months and years to come. Now is not the time to bury your head in the sand and pray that challenges in your family business will magically work themselves out. You must be strategic.

The need to transition clients from one advisor to another advisor can be triggered by many different circumstances. An advisor will make group referrals to a successor advisor when they are retiring, reducing their clientele, or changing their business model.

The Cordasco Compass is your ultimate guide to safeguarding wealth and optimizing tax strategy. Written for high-net-worth business owners and entrepreneurs like you, this book unveils the insights you won’t find anywhere else—because when it comes to wealth, the right tax strategy can be your greatest ally.

Many people would love to jump into success, but they don't know how to get there. In Jump Into Success, you'll get to see how everyday people can overcome obstacles along the way to ensure they get to their desired destinations. One thing is jumping into success and another is to make sure you're there for life. Some people get success opportunities every day, but they don't know how to grab them—they're always doing things that can keep them from being successful.

Have you ever dreamt of starting your own business and living the life of your dreams? Do you have a great business idea you are passionate about but don’t know a thing about starting and owning a business? Do you have an idea for an amazing product or service but don't know how to make it into a business?