Free assessment · 10 minutes
The Business Owner Wealth Score Card
Discover exactly how financially prepared you are for retirement, and what to fix first.
Where should we send your Score Card?
Free 8-page PDF, sent straight to your inbox.
Created by Keesha Ezell, MBA (Taxation) · CEO, KG Tax & Accounting Solutions
What you walk away with
Where you stand, in ten honest answers.
Your Score
A number from 0 to 30 showing exactly where you stand today.
Danger Zones
The specific pillars costing you most in taxes and wealth.
Your Next Moves
A personalized action plan based on where your score falls.
Rate all 10 pillars honestly · 30 points total
The ten pillars you will score
The 10 financial pillars that separate business owners who retire wealthy from those who cannot afford to stop.
- 01Freedom Number
- 02Business Profitability
- 03Retirement Accounts
- 04Tax Strategy
- 05Outside Wealth
- 06Tax-Free Accounts
- 07Owner Compensation
- 08Business Scalability
- 09Exit Strategy
- 10Retirement Income Plan
Created by
Keesha Ezell
MBA (Concentration in Taxation) · CEO, KG Tax & Accounting Solutions
Keesha helps individuals and business owners nationwide with business planning, retirement strategy and CFO services, so you can run your business with confidence and build wealth outside of it.
“Your business was never supposed to trap you. It was supposed to free you.”
Keesha Ezell, MBA (Taxation) · CEO
Get my free Score Card