The 7 Risks Every Business Owner Faces

Bayshore Room - Carillon Point - 4100 Carillon Point in Kirkland
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The 7 Risks Every Business Owner Faces - Are you protected against all of them?

Designed for the Business Owner
You have spent years building something remarkable. But the same drive that built your business may have left critical gaps in your personal financial picture. Guard Legacy bridges that gap — exclusively for business owners, entrepreneurs, and family enterprises.

Are You Prepared for What’s Next?
Join us for a complimentary 45-minute workshop designed for business owners who are thinking about retirement, exit, or transition within the next 3–10 years.

Is Your Business Ready?
75% plan to retire within 10 years
83% have no written transition plan
$10T changing hands by 2030
Source: Exit Planning Institute, State of Owner Readiness Report

Free Educational Workshop
April 30th from 6:00 pm - 7:00 pm
Doors open 5:00 pm to 8:00 pm
Carillon Point - Bayshore Room
4100 Carillon Point in Kirkland

You'll Learn About:
1. Business Valuation Gap
2. Owner Dependency Trap
3. Succession Vacuum
4. Tax Erosion at Exit
5. Insurance & Liability Exposure
6. Personal Financial Readiness
7. Legacy & Estate Blind Spots

Your business built your life.
Let us help you make sure it protects it, too.

Business Owner Tailored Advisory Services
Every business owner’s situation is unique. Your advisory relationship should be too.

Guard Legacy provides tailored advisory services designed exclusively for business owners. Rather than a one-size-fits-all financial plan, you select only the services that address your most pressing needs — whether that’s building business value, protecting your assets, or designing your legacy. Our proprietary Ready Roadmap™ and Exit Shift™ frameworks guide every engagement.

Why Business Owners Choose Guard Legacy

✓ Tailored, not packaged - Select only the services that apply to your situation
✓ Coordination with your team - We work alongside your CPA, attorney, and existing advisors
✓ Proprietary frameworks - Ready Roadmap™ and Exit Shift™ built for business owners
✓ Legacy-driven approach - Focused on what you’re building, not just the transaction

Click to View: Guard Legacy Business Owner Advisory Services — Client Brochure
Every business owner’s situation is unique. Your advisory relationship should be too. Guard Legacy provides tailored advisory services designed exclusively for business owners. Rather than a one-size-fits-all financial plan, you select only the services that address your most pressing needs — whether that’s building business value, protecting your assets, or designing your legacy. Our proprietary Ready Roadmap™ and Exit Shift™ frameworks guide every engagement.

 

Click to RSVP 

 

"BEPEESH — Keep Moving Forward. Progress over perfection. Action over analysis paralysis."
— Michael Oskouian — inspired by his father's Persian wisdom

 Grow • Guard • Give

 

© 2025 Guard Legacy LLC

This event is educational and does not constitute financial advice.

Guard Legacy LLC is a Registered Investment Advisor (RIA). Insurance services through First Underwriters Insurance Brokers. 

Guard Legacy is a member firm of The Fiduciary Alliance, LLC which is an Investment Adviser registered with the Securities and Exchange Commission. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of any description of securities, markets or developments mentioned. Please contact us at 855-752-6365 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. The Fiduciary Alliance’s business operations, services, and fees are available at the SEC’s investment adviser public information website AdviserInfo.sec.gov or from The Fiduciary Alliance upon request.