In this episode, Dale continues the breakdown of the BOSS Method—the business owner strategic success framework—by focusing on the “O” for Optimize. From cleaning up cash flow and building financial reserves to entity structure, proactive tax planning, KPI dashboards, and risk management, Dale shares how business owners can increase profitability, reduce risk, and align their business and personal financial lives. If your advisor isn’t talking to you about any of this, it might be time to upgrade.

Learn how to optimize your business as a true financial asset—not just a source of income.