Corporate Wealth Wizardry

How business creates wealth. One hour on the two sides of the coin—your corporate world and your personal world—and how wealth moves between them. 

What you’ll be able to do after one hour: 

• Use the Three Wealth Streams to see every dollar your firm produces — Salary, Retained Earnings, Goodwill — as belonging to a stream with its own rules and its own tax treatment. 
• Apply the Tax Cascade — Deduct, Decrease, Defer, Diversify — as a discipline for every money decision in the firm. 
• Read the difference between the corporate world and the personal world the way owners who build wealth read it — as two sides of a coin with vastly different tax environments, separated by a Veil that wealth streams cross on designed terms. 
• Run a first-pass valuation on your own firm. EBITDA × multiple, with a sensitivity band and a short list of what drives the multiple up or down. 
• Recognize the three structures owners use — single OpCo, OpCo + HoldCo, HoldCo + Trust + Share Freeze — and know, at a high level, when each is the right fit. 
• Name the conditions for the Lifetime Capital Gains Exemption and understand why the structure has to be right years before the sale for the exemption to be captured. 

This is the course where the numbers from Business Finance Wizardry and Employee Financial Wizardry become wealth — the personal, tax-integrated kind. The third act. 

Time commitment 

The lessons in this course comprise approximately 1 hour of video.
Plan for 90 minutes to two hours total the first time through, to allow for application components and reviewing supporting materials.