Small Business Wealth Advisor™
Become the Advisor Business Owners Actually Need
Deliver sophisticated, full-lifecycle financial planning for high-net-worth founders — not just exit strategies.
The Opportunity
Business owners control America’s wealth — yet fewer than 5% of advisors can serve them properly
34.8 million
Number of small business owners in the U.S.
$15 trillion
Amount of small business wealth to be transferred
49%
Percentage of business owners plan to exit within 5 years
Fewer than 5%
Percentage of advisors with training beyond exit planning
Why This Matters
Most programs teach only one sliver of the journey: the sale. Real value — and real wealth — happens long before and long after an exit. Founders need advisors who understand cash flow struggles, reinvestment decisions, growth inflection points, key risks, valuation drivers, succession complexities, and multi-generational wealth. The gap is massive. The demand is accelerating. The window is now.
With the Small Business Wealth Advisor™ Certificate Program, you’ll gain the advanced, integrated expertise to create meaningful impact from a business’s earliest stages through its long-term growth and eventual succession.
SBWA™
About the Program
What Makes this Program Different
Only Program Covering the Entire Business Owner Lifecycle
Go far beyond exit planning. Gain expertise in the real drivers of entrepreneurial wealth across every stage.
University-Accredited Credibility
Backed by Wake Forest University, giving you elite-level validation and trust with sophisticated founders.
Revenue-Ready Tools and Planning Resources
Immediate application. Real frameworks. Real client impact — starting with your next meeting.
Business + Personal Wealth Integration
Understand both sides of a founder’s balance sheet with a unified framework no generalist advisor can match.
Preview the Program
Request Free Module Sample
Want to experience the program before enrolling? We’ll send you complementary access to one full module.
What You’ll Be Capable of After Completing the Certificate
Confidently advise founders at every stage of their journey
Diagnose the unique challenges shaping business owner wealth
Build enterprise-value-driving plans
Lead conversations generalist advisors can’t
Deliver integrated business and personal planning
Position yourself as a strategic partner — not a vendor
Expand your revenue potential and AUM opportunity
Differentiate yourself or your firm in the competitive landscape
FAQ’s
Talk to an Advisor
Our customer support team is here to help you understand financial assistance options so you can get started on your Small Business Wealth Advisor™ program today.
