Dew Wealth

09/03/2026

The late nights, the hard seasons, the moments where you quietly wonder if it's all worth it. What keeps you going?

For many, it's something bigger than the bottom line: a vision that pulls you forward when motivation wavers and the path gets unclear. That's what intentional wealth looks like in action. It creates freedom to give back in the ways that matter most on your terms, in your time. When your wealth has a purpose, your choices become your own.

09/02/2026

Shout out to Vince Sant, Co-Founder of V Shred, on everything he's built in the health and fitness space. Since co-founding the company, Vince and his team have grown V Shred into one of the largest online fitness brands in the world, helping millions of people transform their health through customized training and nutrition programs. He's since expanded that impact through Sculpt Nation, bringing his approach to health and wellness to an even wider audience.

We're proud to support Vince's continued growth, allowing him to stay focused on building his brand and serving his community rather than juggling the financial side on his own.

Here's what Vince had to say about his experience with our team:

Vince Sant, Co-Founder of V Shred, shares his experience working wi...

09/01/2026

Choosing the right entity structure as a business owner has far-reaching implications for taxes, liability, and future exit options. An S corp, C corp, sole proprietorship, and other structures each carry distinct tradeoffs depending on where you want to take your business.

Structure can open or close doors, including paths to an ESOP, raising capital, or going public, so looking into options and working with the right professionals can make a difference in what's available to you down the road.

08/27/2026

Cash is king. Cash is trash. Which is it?

Having cash set aside for emergencies and business ups and downs is a smart move. Beyond that, sitting on idle cash without a clear deployment strategy may actually be working against you. Over time, cash tends to be one of the lower-performing assets, especially when you factor in taxes and inflation eating into even a 5% yield.

Cash isn't inherently a virtue or a liability. Those who carry cash intentionally know what they're waiting for because they’ve identified the opportunity, so when it arrives, they're ready.

08/26/2026

Proud to highlight JP Sears, comedian, YouTuber, author, and the creative force behind AwakenWithJP.

JP has built a media career reaching hundreds of millions of people, with over 300 million video views across his platforms, a published book, a national stand-up tour, and acting credits on top of his own podcast and content brand. What started as one entrepreneur's creative vision has grown into a full-fledged business built around his voice and his audience.

We've been honored to support that growth by helping JP bring structure to both his business and his family's financial future so he can stay focused on what he does best: creating and connecting with his audience.

We're grateful for JP sharing his story:

JP Sears, comedian, author, and creator of AwakenWithJP, shares his...

08/25/2026

A basic estate plan typically includes a trust, a financial power of attorney, and a healthcare power of attorney. Together, these documents determine who manages your accounts and businesses if you're incapacitated, how your assets are distributed after you pass, and that your medical wishes are honored.

Without them, a court decides those things for you, on its own timeline. Connect with your estate attorney or advisor and get clarity on where you stand.

08/20/2026

A $250 million exit. Public enough to make the Wall Street Journal.

The founders still drove their Hondas. Same neighborhood. Same schools. They'd built something extraordinary but wanted their kids to stay grounded through it all.

Then the sale closed. Word got out. And their kids came home and said, "We need to have a conversation."

They hadn't planned for that moment. They were so focused on the deal that the human side of the exit caught them off guard, and all of it landed at once.

A liquidity event can bring a lot of conversations you didn't plan for, so consider how it could ripple outward, and put the right structure around it before the moment arrives.

▶️ Full episode out now

Spotify: https://dwm.la/44unNPv
YouTube: https://dwm.la/4bqYPnJ
Apple Podcasts: https://dwm.la/4b4I3dW

08/19/2026

For more than two decades, Gary Kadi, Founder and CEO of NextLevel Practice, has helped transform over 6,000 dental practices worldwide, empowering dentists to build healthier patient outcomes and more sustainable, profitable businesses. His team's Complete Health Dentistry® methodology has helped generate over $300 million in additional collections for the practices they serve — all in service of his mission to help dentists achieve true financial freedom.

Gary is also a bestselling author (Million Dollar Dentistry, among others) and has been named a Leader in Dental Consulting by Dentistry Today for ten consecutive years. Under his leadership, NextLevel Practice earned a spot on Inc.'s list of the 5,000 fastest-growing companies in America.

We're proud to have played a part in Gary's journey by managing his Fractional Family Office® so he can focus on the impact he's creating for dentists everywhere.

Here's the unpaid testimonial he shared about working with is:

Gary Kadi, Founder and CEO of NextLevel Practice, shares his experi...

08/18/2026

A liquidity event can change your bank account overnight, but it can also cloud your judgment.

The calls start coming. The pitches start flying. The temptation to "invest in everything" grows. Without a plan in place, it's easy to mistake excitement for strategy and confidence for good decision-making.

The best time to create your wealth plan is before the money hits your account.

▶️ Full episode out now

Spotify: https://dwm.la/4eEEygE
YouTube: https://dwm.la/44brgSJ
Apple Podcasts: https://dwm.la/4468Lzb

08/14/2026

When a buyer orders a Quality of Earnings (QoE) report, they're looking beyond the numbers on your financial statements to understand how the business truly performs.

The report adjusts your P&L statement to remove owner-specific items such as personal compensation, discretionary spending, and tax strategies that may not apply to a future owner. The goal is to show what the business would look like under professional management.

For business owners planning an eventual exit, the more organized and reliable your financials are, the easier it is for buyers to value the business.

A clean chart of accounts, reliable forecasts, and consistent budgeting demonstrate to buyers that the company is scalable and professionally run, which can increase its attractiveness and value.

▶️ Full episode out now

Spotify: https://dwm.la/4vMaq9l
YouTube: https://dwm.la/4vQ5Oiu
Apple Podcasts: https://dwm.la/4p4kqrJ