Where Business Value
Becomes Personal Wealth
Most business owners have one plan for growing the company and no plan for converting it into personal wealth. I built Owner Advisory Group to close that gap — using The PAID Method™, the wealth architecture framework I developed after twenty years running my own business to a successful exit, to give owners a single, coordinated strategy instead of a CPA, an attorney, and an advisor each working from a different page.
- HighEstablish buy-sell agreement funding mechanism
- HighReview key-person life insurance coverage gaps
- MedAlign owner compensation with wealth objectives
- MedEvaluate qualified plan contribution strategy
Owner Advisory Group Mission
To change the wealth building reality most business owner face today.
Sources: Exit Planning Institute; Forbes/IRS tax data analysis; National Association of Corporate Directors.
Diagnose. Design. Deliver.
Owner Advisory Group is the business owner wealth advisor - and The PAID Method™ is industry-leading framework that makes the plan coordinated, prioritized, and actionable.
Diagnose the gaps.
We identify the gaps between business value and personal wealth through the Business Wealth Diagnostic and The PAID Method™ framework.
Design the wealth plan.
We build the PAID Method™ Plan — a coordinated wealth plan with recommended strategies, products, priorities, and implementation steps.
Deliver the implementation.
Owner Advisory Group manages the execution and implementation process — recommending updates, reviewing options, overseeing progress, coordinating approved professionals, and keeping the wealth plan moving.
The PAID Method™ Brings the Pieces Together
The PAID Method™ is the proprietary wealth architecture framework Owner Advisory Group uses to diagnose where business value may be exposed, leaking, trapped, or poorly positioned — and to organize the plan across four domains.
Protect
you have built
- Key person risk
- Insurance review
- Continuity planning
Align
with personal goals
- Owner compensation
- Tax coordination
- Cash flow planning
Integrate
into personal wealth
- Retirement strategy
- Investment coordination
- Diversification planning
Distribute
for transfer
- Exit readiness
- Estate coordination
- Liquidity planning
The Diagnostic Changes How Owners See Their Business
Most business owners know their company has value. Fewer know whether that value is protected, aligned with their personal goals, integrated into their wealth plan, or positioned for transfer. The PAID Method™ gives the owner a structured way to see the gaps before they become expensive.
You see what is exposed
Risk, insurance, key-person, continuity, and buy-sell gaps become visible.
You see where value is leaking
Compensation, tax, benefit, and cash-flow misalignment can be identified.
You see what is trapped
Business value, retained cash, and owner wealth concentration become clear.
You see what happens next
The PAID Method™ Plan turns the diagnosis into prioritized action.
Two Deliverables. One Coordinated Path Forward.
The Business Owner Wealth Review delivers a Business Wealth Diagnostic and a PAID Method™ Plan — designed to show where you stand today and what to do next.
Business Wealth Diagnostic
A structured read on where business value is exposed, leaking, trapped, or poorly positioned.
- PAID Method™ domain scores
- Estimated wealth gap
- Structural readiness profile
- Domain severity findings
- Recommended action plan
PAID Method™ Plan
A prioritized plan that turns diagnosis into recommended solutions and implementation steps.
- Prioritized PAID Method™ Plan
- Recommended solutions, products & tax strategies
- Implementation roadmap
- Ongoing Advisory & progress tracking
The plan is only valuable if it gets implemented.
Owner Advisory Group recommends, manages, oversees, reviews, and updates the plan so decisions do not die after the meeting. Ongoing Advisory keeps strategy and implementation moving across the professionals and solutions required to execute the PAID Method™ Plan.
Strategy & Recommendations
01Refine and update the PAID Method™ Plan and recommend the next set of moves as the business and the owner evolve.
Manage & Oversee
02Manage implementation and oversee the investment, insurance, retirement, tax, and legal work through approved partners and licensed professionals.
Review & Update
03Track progress against the plan, review what has been implemented, and update priorities so the plan keeps moving.
Matt Hertig
I spent nearly twenty years as co-founder and CEO of my own company — six-time Inc. 5000 honoree — before I exited it myself. I learned the gap firsthand: you can build a business worth millions and still have no real plan for turning that value into wealth you actually control. Most owners find that out too late, after one advisor handled the insurance, another the investments, and no one connected the two to the exit. The PAID Method™ is the framework I built to close that gap — Protect, Align, Integrate, Distribute — and Owner Advisory Group is how I deliver it: as the single advisor who leads the strategy, instead of one more name in a fragmented list.
See where you stand across all four PAID Method™ domains.
Begin with a Business Owner Wealth Review and receive your Diagnostic and PAID Method™ Plan.