Justin D Maxwell

I work with founders doing $1M–$25M in revenue who have built income from their business but never built a transferable asset. Most of these businesses won't sell at the number the owner has been counting on, and the reasons are usually structural: the business depends on the owner, the entity isn't built for a clean exit, and the tax exposure was never modeled against an actual sale. By the time someone calls a banker, the decisions that determine the outcome were made years earlier. At Big Life Financial, a fractional family office for founder-led businesses, and at Fielding Global a boutique management consultant firm, we help with exit planning, tax strategy, investment management, asset protection and business advisory as one integrated system rather than separate vendors solving ...