Turn the Sale of Your Business Into a Lifetime of Security and Freedom

Expert Guidance to Preserve Your Wealth, Minimize Taxes, and Live the Lifestyle You Deserve.

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Licensed to Build Quality Remodeling and New ConstructionSelling Your Business is Life-Changing. The Uncertainty Can Be Overwhelming

As a business owner, your company has been your life’s work, security, and livelihood. Now, as you face the prospect of selling, you may ask yourself: Will I have enough money to live the life I’ve worked so hard for? How do I turn a lump sum into a reliable income? Can I trust the stock market with my future? Who can I trust when everyone seems to have their hand out?

Your Guide Through the Sale and Beyond

OWLFI specializes in helping business owners navigate the complexities of selling their businesses. Our proven three-step approach ensures that your financial future is secure. It includes: 

  • 1 Lifestyle Planning: We start by helping you envision your post-sale lifestyle and creating a secure plan to support it.
  • 2 Tax Savings: Our expert strategies minimize the taxes on your transaction, keeping more of your hard-earned money in your pocket.
  • 3 Asset Management: We turn your proceeds into reliable income, so you can live the lifestyle you deserve without fear or uncertainty.

20+ Years of expert financial advisory guidance

OWLFI is dedicated to empowering business owners to preserve their wealth, minimize taxes, and secure their financial future. With a proven process and a client-first approach, we turn the complexities of selling a business into opportunities for lasting financial security. 

LEARN MORE ABOUT US

What Business Owners Like You Are Saying

See how OWLFI has helped business owners like you secure their financial futures. Read our customer testimonials to see why we’re the trusted choice for accounting, financial advising, and tax services in Lenexa, KS.

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Secure a Financial Future

Our services focus on protecting your lifestyle, minimizing taxes, and managing your assets with care and expertise. Explore how we can guide you every step of the way:

VIEW OUR SERVICES

  • Lifestyle Planning

  • Tax Savings Strategies

  • Asset Management

  • Retirement Planning

  • Transaction Guidance

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8725 Rosehill Rd., Lenexa, KS, 66215

(913) 441-8380

contact@owlfi.com

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