At Overflow Wealth Advisory, we understand that your business is more than just a venture; it’s your life’s work. We also recognize that, at some point, you’ll want to embark on your next adventure. But the question is, do you have a clear path out of your current business that allows you to confidently walk away?
The reality is that many business owners struggle with the idea of leaving their beloved enterprises because they lack a proper exit strategy. That’s where we come in. We believe that after dedicating your heart and soul to your baby, you deserve a rewarding exit.
Our approach is grounded in the Value Acceleration Methodology™, a trusted process that has guided thousands of business owners toward successful exits. Here’s how we do it: Value your business, prepare the business and prepare yourself, choose your course and successfully transition. So, contact us about an evaluation and in the meantime take this business exit test to see where you end up on the readiness scale so you can stop worrying about whether you can walk away. And instead start your next adventure.
Our purpose is to empower business owners with a clear path both before and after they exit their business, ensuring they maximize their influence and leave a lasting legacy for generations to come.
You’ve given your life to the business, now you should get rewarded.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
What We Offer
Meet Your Advisor
David Ortiz, first and foremost, takes pride in his role as a loving husband to Kailey and a devoted father to Josie and Tobias. He's not only deeply connected to his family but also actively engaged within the vibrant Norman community, where he's committed to contributing to the flourishing landscape of Oklahoma. Most importantly, he is dedicated to a life following Jesus Christ and is currently a member with Antioch Community Church in Norman, OK.