Montana's Small Business Wealth & Exit Strategy Experts
You grew your business – now secure your legacy and financial freedom.
What is the Intrepid Way?
The Intrepid Way is your roadmap for Montana small business owners to grow business value, accelerate business growth, and boost net worth. We align your business goals with advanced wealth strategies for a secure future—supporting your exit strategy, succession planning, and long-term financial independence. Whether you need business succession, cash flow optimization, or a tailored retirement plan, The Intrepid Way turns your business success into lasting personal wealth—on your terms.
How it works
Start your journey to financial success
As your Montana business advisor, our proven process helps small business owners achieve financial growth, succession, and long-term wealth.
Trailhead
We begin with a strategy session to define your business goals, challenges, and vision – aligning our plan for your financial future.
Pick your path
We analyze your business cash flow, net worth, and valuation to map a custom path for growth, exit planning, and wealth building.
Begin the Journey
With your plan in motion, we guide you step-by-step toward your goals – tracking progress and adjusting for business success.
Reach the View
We celebrate your milestones, review your results, and set new targets—ensuring your business and personal wealth keep growing.
Our Services
Business Value & Growth
Financial Clarity & Wealth Strategy
Business Transition & Exit Readiness
Business Retirement Plans
Intrepid vs. Traditional Advisors
Intrepid
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Fiduciary
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Insurance Advice
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Business Valuation
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Business Growth Acceleration
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Business Planning
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Business Succession/Exit Strategy
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Employee Benefits Optimization
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Net Worth Analysis
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Advisor Team Coordination
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Pre-Transaction Strategy
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Tax Optimization
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Year-Round Support
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Rich Life Spending
| Services | Intrepid | Traditional Advisors |
|---|---|---|
| Fiduciary | ✓ | ✓ |
| Insurance Advice | ✓ | ✓ |
| Business Valuation | ✓ | |
| Business Growth ACCELERATION | ✓ | |
| Business Planning | ✓ | |
| Business SUCCESSION/Exit Strategy | ✓ | |
| Employee Benefits Optimization | ✓ | |
| Net Worth Analysis | ✓ | |
| Advisor Team Coordination | ✓ | |
| Pre-Transaction Strategy | ✓ | |
| Post-transaction Strategy | ✓ | |
| Tax Optimization | ✓ | |
| Year-Round Support | ✓ | |
| Rich Life Spending | ✓ |
Intrepid Perks
INNOVATIVE WEALTH & EXIT STRATEGIES FOR MONTANA BUSINESS OWNERS
Business Strategy
Aligned Interests
