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H O L I S T I C W E A L T H • T A X • P R O T E C T I O N • L E G A C Y
F O R B U S I N E S S O W N E R S & F O U N D E R S
MANY OWNERS
AREN'T READY
FOR THE EXIT
The business built your wealth. But taxes, timing, and a
single concentrated asset decide how much of it survives
the sale — and most of that is set long before you sign.
B E F O R E Y O U S E L L , A S K Y O U R S E L F
01
Is most of your net worth locked in one
concentrated asset — the business?
02
Do you know what taxes would take from a
sale at today's value?
03
What happens to the business, and your
income, if you had to step away
unexpectedly?
04
Is your buy-sell agreement funded and
current?
A 3 - M I N U T E E D U C A T I O N A L S E L F - A S S E S S M E N T
Take the Wealth Curve Scorecard
Scan the code to see where your plan stands across tax,
exit, protection, and legacy — in about three minutes.
Scan or visit to begin →
Prefer to talk? Call 732-542-1565
Or go to smallwoodassociates.com/scorecard
199 Broad Street, Red Bank, NJ • 732-542-1565 • smallwoodassociates.com
Smallwood Wealth Investment Management, LLC is an SEC-registered investment adviser. Securities offered through Regulus Financial Group, LLC, Member FINRA/SIPC. Smallwood Wealth
Investment Management, LLC does not provide tax, legal or accounting advice. The Wealth Curve Scorecard is an educational self-assessment and is not investment,
tax, or legal advice, an offer or
solicitation, or a guarantee of any result. Registration does not imply a certain level of skill or training.
