Strategic Planning for Entrepreneurial Wealth
You’re not just building a business. You’re building a legacy.
At Backbone Planning Partners, we help business owners align their company, personal wealth, and future—so they can grow intentionally, create options, and exit on their terms.
Who We Work With
We work with business owners who:
-Generate $5M+ in revenue
-Have 10+ employees
-Are building something meaningful
-Want more than just “retirement planning”
-They’re not looking for a stock picker.
-They want a strategic partner.
Not sure where to start? Schedule a call with us today.
Built With Business Owners in Mind
Planning That Fits the Way You Work
You’ve built a successful business.
Revenue is growing.
Your net worth is increasing.
Opportunities are everywhere.
But most of your wealth is tied up in one place.
And the decisions you’re making now—about reinvestment, taxes, liquidity, and growth—will determine your future more than anything else.
This is where most advisors fall short.
They manage portfolios. They don’t help you navigate the complexity of being a business owner.
Helping Business Owners Take Control
Connecting Your Business to the Bigger Picture
When your business holds your income, your net worth, and your future, you need more than generic advice.
At Backbone Planning Partners, we don’t start with your investments.
We start with your business.
Because for most entrepreneurs:
-Your business is your largest asset
-Your biggest risk
-And your greatest opportunity
We help you make smarter decisions across:
-Business growth vs. personal wealth
-Reinvestment vs. diversification
-Tax strategy vs. long-term planning
-Exit timing vs. optionality
Want to see how your business stacks up?
Take our Business Owner's Wealth Scorecard. It’s quick, it’s free, and it gives you a clear view of what’s working and what needs attention.
From the Field
Why Owners Choose Backbone
Josh Zolin is the CEO of Windy City Equipment and a long-time Backbone client. In this video, he shares why working with Backbone felt different from the start, and how it’s helped him protect both his business and his family.
From real strategy to real conversations, Josh breaks down why having a planning partner who actually understands the skilled trades makes all the difference.
Built to Be Simple
How to Get the Ball Rolling
You don’t need to prep. You don’t need to get your books in order. You just need a place to start.
Set up a short call with our team and we’ll talk through what you’re navigating - whether that’s cash flow, taxes, transition planning, or just trying to get a handle on your numbers.
We’ll let you know if we’re a good fit, and point you in the right direction either way!
