Turn the Sale of Your Business Into a Lifetime of Security and Freedom
OWLFI: Expert Guidance to Preserve Your Wealth, Minimize Taxes, and Live the Lifestyle You Deserve.
Selling Your Business is Life-Changing. The Uncertainty Can Be Overwhelming.
As a business owner, your company has been your life's work, your security, and your livelihood. Now, as you face the prospect of selling, you may be asking yourself:
Transitioning from Business Owner to...
Standing on the threshold between your established business and an uncertain future.
Will I have enough money to live the life I've worked so hard for?
How do I turn a lump sum into reliable income?
Can I trust the stock market with my future?
Who can I trust when everyone seems to have their hand out?
The OWLFI Difference: Your Guide Through the Sale and Beyond
At OWLFI, we specialize in helping business owners navigate the complexities of selling their business. Our proven three-step approach ensures that your financial future is secure.
Lifestyle Planning
We start by helping you envision your post-sale lifestyle and creating a secure plan to support it.
Tax Savings
Our expert strategies minimize the taxes on your transaction, keeping more of your hard-earned money in your pocket.
Asset Management
We turn your proceeds into reliable income, so you can live the lifestyle you deserve without fear or uncertainty.
What Business Owners Like You Are Saying
OWLFI has changed my entire viewpoint on my financial life. Instead of seeing it as something 'I have to slog through to get to the good stuff,' it's now a part of my life that I actually look forward to being engaged in. Many many thanks to Elliot and the team at OWLFI!
Jen Bullington
Elliot Omanson is incredible! He’s sharp, professional, and truly passionate about what he does. If you’re looking for someone you can trust to give sound financial advice, Elliot is your guy!
Jonathan Jones
I don’t trust a lot of people, especially now. If I have a question, he has the answer, or he finds it... I would recommend him to anyone that I know. I feel so fortunate that I found him so many years ago.
Patricia Blanc
Take the First Step Toward Financial Freedom
Don't let fear and uncertainty hold you back. OWLFI is here to guide you through every step of the process so you can sell your business with confidence and live the life you've earned.
Phone
+(913) 441-8380
contact@owlfi.com
Location
8725 Rosehill Rd #119, Lenexa, KS 66215