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Private Wealth Management For Business Owners & Their Families
Protect What You Worked So Hard For
Why Business Owners Choose Topturn:
Save Taxes And Put More Of The Wealth Created By Your Business To Work
Protect Your Family From Taxes And Integrate It All Into A Comprehensive Plan For Your Personal And Business Goals
Investment Methods Custom-Tailored To Your Needs And Situation
You Have Already Taken Enormous Risk Starting A Business – You Shouldn’t Have To Expose Your Capital To Risky Investments
A Plan To Help You “Get Off The Treadmill”
You Probably Don’t Want To Work Until 90… Let’s Develop A Plan To Get You Off The Treadmill And Enjoy More Down Time
Protect Your Assets From Loss Or Confiscation
Create A Plan To Organize Assets Into Ideal Structures Designed To Protect The Capital You Worked Hard For
Topturn Case Studies
Take A Look At These Hypothetical Case Studies To See How We Can Help
(Please Note: These Are Examples. They Do Not Represent A Specific Topturn Client And Should Not Be Considered A Guarantee Of Results).
Robert S.
Tax Mitigation & Financial Independence
Robert owns a growing business and has large debt from his education…
John B.
Capital Preservation & Growth
John built and sold his company 20 years ago. He is married and has four adult children…
Betty M.
Financial Security & Succession
Betty is retired and built her business with her husband who passed away nine years ago…
What Topturn Clients Say:
“When I First Started My Practice, Topturn Offered Creative Ways To Work Toward My Goals That Are Out Of Scope For Most Financial Planners, And They Work Seamlessly With My Existing Team. Adaptable And Creative, Topturn Is Now An Intimate Part Of Not Only My Business But Also My Personal And Financial Life.”
– Brent, Health Care Practitioner In Private Practice And Topturn Client
ABOUT
Managing The Wealth Your Business Created
Turn to a trusted expert who will quiet the noise and help you make financial decisions that align with your objectives.
Dan Darchuck & Greg Stewart
Small Business Owners and Founders of Topturn Capital
You Worked Hard To Get Where You Are, And Deserve To Feel Confident Your Next Step Is The Right One
It All Starts With A Casual Conversation – Click The Button Below To Pick A Time To Chat
The Impact Zone
Our Blog “The Impact Zone” Is A Free Resource Where We “Unfilter The Filter”, Drown Out The Noise Of The Media And Give You A Different Take On The Markets
FREE
The Succession Breakthrough Planner™
This Free Planner Is The Best Resource For Any Business Owner Hoping To Transition Or Exit Their Business
Book
Do Not Transition (Or Sell) Your Business…
…Until You Read This Book!
Dan’s Book “The Succession Breakthrough” Reveals Key Insights From His 20+ Years Experience Helping Business Owners Successfully Transition Their Business
