Justin D Maxwell
United States
Justin Maxwell tells business owners something their advisors won't: the income you've built isn't the asset you think it is. As a partner at Big Life Financial and Fielding Global, he works inside founder-led companies doing $1M to $25M in revenue, watching owners discover too late that a business which consumes a life doesn't transfer at the number they were counting on. He didn't come up through financial services. He spent his early career as a P.E. teacher, which may be why he refuses to talk about wealth the way the everyone else does. He doesn't just change what owners do with their money. He changes which version of themselves is making the decision.
Speaking topics
- Tax Planning
- R&D Tax Credits
- M&A
- Business Valuations
- Exit Planning
- Estate Planning
- Legacy Planning
- Wealth Management
- Business Advisory
- Business Leadership
- Asset Protection
Industries
- Primary audience:
- Business owners and founders
- particularly those running companies in the $1M–$25M revenue range who are approaching or thinking about an exit.
- Strong secondary fit:
- Entrepreneurs
- founders actively raising capital
- and investors — anywhere the central tension is building versus extracting value from a company.
- Adaptable for:
- C-suite leadership teams and corporate audiences
- the Five Keys framework from The Business That Owns You — useful in rooms with few actual owners but heavy leadership presence.
- Also relevant:
- Estate planning professionals
- tax professionals and/or investment advisors
- where the content serves as a referral-partner education piece rather than a owner-facing talk.
Speaking fee: Contact for fee