Free book · For business owners and high earners

You've built the income. Now build what outlasts it.

What Would Billionaires Do? is the playbook behind fortunes that lasted for generations: how families like the Rockefellers kept, grew and passed on their wealth. We've translated it for business owners and professionals who already earn well and want that income to finally compound.

What Would Billionaires Do? book
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Rich vs. wealthy

Most high earners are rich on paper. Few are wealthy by design.

The families in this book weren't lucky savers. They built structure: one system where cash flow, taxes, protection, investments and legacy work together. Most owners are still building the opposite way.

Built income-first

  • Taxes are managed after the fact, not engineered in advance
  • Cash flow grows, but it doesn't compound
  • Investments exist without one strategy tying them together
  • A CPA, an advisor and an attorney who never talk to each other
  • One lawsuit or bad partnership could undo twenty years of work
  • The plan for the next generation is "they'll inherit it"

Built like a dynasty

  • Tax strategy designed into the structure from day one
  • A family bank that keeps money working inside the family
  • Every investment chosen against one coordinated plan
  • One architecture that every professional works from
  • Assets protected in layers, in the right order
  • Heirs raised to grow the fortune, not spend it
Inside the book

What you'll take away.

01The gap

Why income alone never built a dynasty

The difference between earning a fortune and keeping one, and why earning more doesn't close the gap.

02The family bank

How wealthy families finance themselves

How a family bank lets a family fund its own opportunities instead of paying interest to someone else.

03Cash flow

Where your money quietly leaks

The drains most high earners never see: overpaid tax, interest, fees and assets left exposed.

04Advice

Why mainstream rules stop working at your level

Cut the lattes, avoid all debt, max the 401(k). Good rules for a different problem than the one you have.

05Legacy

Passing on more than money

How families pass on a system and the know-how to run it, so the third generation builds instead of burning through it.

Who it's for

Written for owners who've outgrown guesswork.

We wrote this for one kind of reader. If that's you, it'll feel like it was written about you.

This is for you if

  • You own a business or practice and pay yourself $250K or more
  • You have a CPA and an advisor, but no one coordinating the whole picture
  • Your tax bill keeps growing and you suspect it shouldn't
  • You have cash sitting idle and no clear plan for it
  • You want your family to inherit a system, not just a balance

It's not for you if

  • You're looking for stock tips or a get-rich-quick plan
  • You need help building a monthly budget
  • You want someone to just pick investments for you
The ideas, applied

Three owners. Three structures.

What changed when the book's principles were applied to real numbers.

Case AOwner + 2 kids
$700KRevenue
$200KProfit
Before
All income taken as draws. Kids get an after-tax allowance. No family payroll or legacy structure.
After
Kids hired on proper payroll, Roth IRAs funded, protection coverage added, trust and buy-sell plan in place.
Total tax savings$15K–$22K
Case BReal estate investor
$1.2MRevenue
$350KProfit
Before
$100K of "bad debt" costing $4,500 a month. No advanced tax strategies.
After
Debt restructured, then the Augusta Rule, real estate tax benefits and kids on payroll added.
Total tax savings$78K+
Case CAgency owner
$1.2MRevenue
$350KProfit
Before
Single CPA filing, no pay modeling, no retirement plan, basic term insurance, no estate plan.
After
S-Corp salary and distribution split, Augusta Rule, Solo 401(k), disability and life cover, revocable trust.
Total tax savings$31K–$48K

Individual results vary and depend on each client's facts. Past results are not a guarantee of future savings.

After the book

Ideas are free. Your plan is the next step.

The book shows you what dynasties do. A conversation shows you what it means for your numbers.

01

Read

Start with the book. It lays out the whole framework in plain language.

02

Check your numbers

Hold the ideas up against your own setup and note where your cash flow, taxes and protection don't connect.

03

Talk to Eric

Owners past $250K can book a free 30-minute session with Eric Sullivan, our Principal and Wealth Architect, to map what to fix first.

Book a session with Eric →$250K+ · No cost
Questions

Before you download.

Is it really free?

Yes. The book is free. No card, no trial, nothing to cancel.

Why do you ask what I pay myself?

So we can send you examples that fit your situation. Owners past $250K also get access to a free strategy session with Eric. We never share your information.

Will someone call me?

Only if you check the optional box to receive calls and texts. Otherwise we'll reach you by email, and you can unsubscribe at any time.

I pay myself less than $250K. Is it still for me?

The book is free for everyone and the principles apply at any income. The one-on-one strategy session is reserved for owners past $250K; our team will point you to the resources that fit where you are now.

Is this financial advice?

No. The book is educational. For decisions about your specific situation, work with qualified tax, legal and financial professionals.

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