When Alan Porter’s family faced medical and financial crises, he discovered a little-known clause in a life insurance policy that changed everything.

That awakening launched his career in tax and business advisory, and today, he helps business owners and high-net-worth families keep more of what they’ve earned.

In this episode, Alan Porter, Certified Tax and Business Advisor and CFF (Certified Financial Fiduciary), from Strategic Wealth Strategies, joins Steve Burton to expose why most CPAs don’t actually reduce your taxes and why 93% of small businesses overpay. From real-life stories to advanced tax strategies, Alan breaks down the difference between tax prep and tax planning and how it impacts your ability to sell, retire, or reinvest.

Here’s what you can expect from the episode:

• The biggest tax mistake 93% of businesses make

• How to use insurance for tax-free retirement

• A $2.2M case study that rewrote one client’s future

• Why entity structure and timing change everything

• And so much more!

Resources:

• “Tax Free Retirement Solution” by Alan Porter

• Get your free personalized report at www.scaletosell.com/value

• Unlock your business’s potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton

Connect with Alan Porter:

• Alan Porter Website

• Strategic Wealth Strategies

• LinkedIn: Alan Lee Porter, CEO

About our Guest:

An accomplished expert in financial fiduciary matters, Alan Porter guides his clients in reducing or eliminating their unnecessary taxes, fees, and debts as a SMART Adviser and owner at Strategic Wealth Strategies, which has been in operation since 2011. Through the company, he and his team of Certified Public Accountants, tax-focused attorneys, and other specialists utilize more than five decades of experience in the field to provide financial guidance, help set up tax-free retirement plans, and guarantee income for a lifetime, as well as protection for long-term care expenses. Backed by accrued experience in the industry, as well as a lengthy military career, Mr. Porter attributes his success at Strategic Wealth Strategies to his unwavering passion for educating individuals and offering assistance with their financial struggles, as well as the love and support of his wife, Ela.

Are you building a business that buyers actually want?

Adam and Steve Burton uncover what drives value and how to create a business that commands a premium price, whether or not you’re planning to sell today.

Together, they explore the 6 P Method: People, Product, Process, Proprietary, Patrons, and Profit, detailing how each factor can make or break your ability to scale, enjoy your life, and exit on your terms. Through real-world examples (like the rise and fall of Blockbuster, Kodak, and other once-thriving companies), they highlight the risks of staying stagnant and the rewards of future-focused leadership.

What you’ll learn:

• Why the right team unlocks both profit and freedom

• How to build diversified and sustainable revenue streams

• The role of processes and proprietary assets in boosting valuation

• How customer loyalty and culture increase multiples

• And more!

Resources:

• Unlock your business’s potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

• “Exit Rich: The 6 P Method to Sell Your Business for Huge Profit” by Michelle Seiler Tucker

• “Wealthy and Well Known” by Rory and AJ Vaden

• “The AI-Driven Leader” by Geoff Woods

• How to Create Business, Personal, and Financial Freedom Before You Exit (Ep. 45)

• The Power of Mission Statements: How this Non-profit Practice Could Help Grow Your For-profit Company with Jonathan Sheeley (Ep. 21)

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton

What if you could build financial, personal, and business freedom, without selling your business?

In this episode, Adam and Steve Burton challenge the myth that you have to wait for a big liquidity event to win. Instead, they break down four specific freedoms that every owner can build right now to stop being the bottleneck and start enjoying life before the exit.

Adam and Steve discuss:

• (00:03:00) Why business owners don’t need to sell to create freedom

• (00:06:00) Systems over sweat: building a business that runs without you

• (00:11:00) Clear roles, team accountability, and the path to owner independence

• (00:16:00) Strategic compensation, recurring revenue, and how to fund freedom now

• (00:20:00) What “flexible exit options” really mean and how to stay ready to grow or sell

• And more.

Resources:

• Get your free personalized report at www.scaletosell.com/value

• Unlock your business’s potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

• Unlocking the Current Value and Dream Value of Your Business with Jason Early (Ep. 43)

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton