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We know business owners face distinct challenges. That's why we created the Business Owner Playbook. It's full of unique case studies and solutions designed exclusively for the challenges and rewards of owning a business.

Gain access to Catalyst Wealth Management's knowledge of the industry's most comprehensive advanced planning strategies. Our team approach provides design assistance for complex estate, business and charitable planning concepts as well as solutions for tax and legal issues. 

  • Business Succession
  • Executive Compensation
  • Charitable / Legacy Planning
  • Estate Planning
  • Wealth Transfer
  • Asset Protection

Case Studies

Exit Planning

Business Protection

Retirement Planning