Business Owner Resource Library

Tools, guides, and assessments designed to help business owners build, protect, and eventually transition the wealth they’ve worked hard to create.

Whether you’re focused on tax planning, retirement readiness, business value growth, or succession planning, these complimentary resources can help you make more informed decisions about your business and personal financial future.

Schedule a Free Strategy Consultation

1. Start Here: Determine Your Financial Freedom

Financial Freedom Score™

Understand how dependent you are on your business and how prepared you may be for financial independence.

Take the Freedom Score Assessment

The Endgame Conversation eBook

Learn a framework for thinking about your long-term goals, future business transition plans, and how close you may be to achieving your ideal outcome.

Download the eBook

2. Build a Stronger Retirement Strategy

Common Retirement Plans for Small Business Owners

Compare retirement plan options and understand how different plans may impact contributions, taxes, employees, and long-term wealth accumulation.

Download the Guide

3. Prepare for Future Business Transitions

Business Sales & Succession Planning Checklist

Identify the financial, tax, operational, and succession planning considerations that can help prepare your business for a future ownership transition.

Get the Business Sales Checklist

4. Increase the Value of Your Business

Value Builder Score™

Discover how your business performs across key drivers that influence business value and long-term attractiveness to future buyers.

Determine Your Value Builder Score

The Stategic Wealth Design institution has provided great knowledge and strategies to us on building wealth for our future. We are pleasantly satisfied and thankful with all the years we been working with Michael Beatty. Thank You.

louis goodman

We are relatively new to working with Strategic Wealth Design, however, I have been very pleased with Michael Beatty and his work helping navigate through the student loan repayment process while trying to structure our future finances correctly. I would recommend them to anyone in a similar situation to ours of trying to underpin your personal finances, set up some financial strategy while paying off student loans. Their client portal is great as well. We use that for budgeting rather than the bank due to the flexibility offered.

S M

Mahesh and Jerrod helped my family get through the most difficult time of my life. I know I was not pleasant, but their warmth and patience never waned. They consistently responded to attorneys and CPAs throughout the process. They reviewed documents, provided thorough input, and collaborated proactively with other professionals in my life without me having to remind them or continuously nudge them. My wife and I couldn't believe such a level of service was just included. They have a way of explaining things without jargon that helps me make decisions that feel right for me. I appreciate you guys and will never forget how you helped us through a tough time.

Kenneth McKay

I have been working with Mahesh for close to 3 years now. Everyone at Strategic is so knowledgeable and I love that they talk in terms I can understand. I am a small business owner who is overwhelmed at times, but they are always there getting me back on track. I would definitely recommend them!

Jami

Mahesh and Jerrod have been of the utmost help to me as financial advisors. They make concepts understandable, are patient, and wait to ensure you really understand before moving on. I recommend them to even novice investors.

Denise McKay

Strategic Wealth Design has helped our company with over 50 employees with setting up and managing our 401Ks. They have continually provided advice on investments for myself, my employees, and the business. Mahesh and Paolo are rock stars! They're always willing to go the extra mile to make sure our business is taken care of! I don't know what I would have done without them in our first year of adding 401k benefits to our company! Thank you!

lauren rice

Mahesh leads a team of top quality folks who do a top notch job - they are an absolute pleasure to work with!

Edward Kainen

very efficient. been with them for over 10 years!

Genisa Ogden

Our company has worked with Mahesh and Strategic Wealth Design for a few years now on our company sponsored retirement plan and our experiences have been very positive. Mahesh and his team have been very responsive and timely when we have questions as they work with us to find the right solutions for our organization. They provide options for the types of plans we can offer, updates on how the market is doing, and any other updates we need to be aware of. We appreciate our relationship with Strategic Wealth Design as our organization continues to grow.

Jodie Marenfeld

Very caring and competent staff. I am grateful they are taking care of my investments.

Judy Dionne