Turn Business Cash Flow Into Wealth With ONE Financial Plan

The 3 Financial Shifts That Turn business Growth Into Profit, Freedom, and Long-Term Wealth

If you’re like many established founders, your business looks successful on paper. Revenue is strong, your team is growing, and profit shows up in the books.

But behind the scenes, money still feels uncertain. Cash flow doesn’t always reflect the effort you’re putting in. Big decisions feel reactive, and it’s not always clear whether today’s results are actually moving you closer to long-term wealth, or just keeping the machine running.

This free training will show you how to bridge that gap.

You’ll learn how to connect your business performance, personal income, taxes, and investments into one clear financial plan so growth funds your future, not just your overhead.

You’ll walk away with a framework for protecting profit as you scale, setting the right targets for revenue and savings, and using your business cash flow to build real wealth without overcomplicating your operations, burning cash, or scaling endlessly.

What You’ll Walk Away With

In this free training, you’ll learn:

✔️ Why business growth doesn’t guarantee lasting wealth and where successful founders unintentionally slow their own progress as they scale.

✔️ How to identify what actually drives profit and cash flow so growth feels controlled instead of like building a house of cards.

✔️ The right targets for revenue, profit, savings, and owner pay and why guessing at these numbers keeps founders stuck longer than necessary.

✔️ How to connect business performance to personal wealthso today’s results clearly support your long-term goals.

✔️ How to think about your business as a wealth-building asset whether your goal is to keep scaling, be able to step back from the day to day, or eventually exit.

You’ll walk away with a clear framework for turning business cash flow into long-term wealth without relying on guesswork or disconnected financial advice.

Who This Training Is For

This training is for established service-based founders who want their business growth to translate into real, long-term wealth.

→ You’re running a successful multi-6 or 7-figure business with a growing team, but you don’t fully trust your numbers when making big decisions.

→ You’re profitable on paper, but you’re unsure how that profit translates into consistent pay, savings, and long-term wealth.

→ You’re planning your next phase of growth — new hires, a bigger team, or even a second location — and want to protect cash flow and margins as you scale.

→ You want your business to be a wealth-building asset that supports your lifestyle, retirement, and legacy.

→ You’ve outgrown compliance-level bookkeeping or tax prep and need a forward-looking financial strategy that helps you scale and invest with confidence.

→ You’re looking for experienced advisor-level insight and a proven way to think about your finances — not another coach, course, or cookie-cutter tool.

What Founders Say After Working With Our Team

“Working with the Young and Co team has been one of the best investments I’ve made in my business. Their support has driven our growth—even in areas beyond finance. They truly care about our success, and it shows in every detail of how they work with us.”

– Marketing Agency Owner

“Thank you for taking me on as a client. The clarity that has come from working with your team has been life changing for me.”

– Practice Owner

“After working with [the Young and Co team], I finally have clarity on how to align my business goals with the life I want. I’m paying myself consistently, spending time with my family, and growing with purpose. I’m no longer just getting by—I feel confident, clear, and in control.”

– Bakery Founder

Headquartered in Charlotte, NC
Serving clients nationwide
KEEP IN TOUCH
© Young and Co LLC All rights reserved