a N8 Ventures brand
Make Better Money Decisions
Take charge of your future with financial advisory offerings for entrepreneurs. Holistic planning designed with you in mind.
Areas of Planning Focus
Our clients seek leadership on these topics and much more.
Access to Funding
Business Value Growth
Cashflow Management
Exit Planning
Generational Planning
Health & Wellness
Investment Education
Life Phase Transitions
Meditation Mentorship
Philanthropic Giving
Real Estate
Risk Management
Our Offerings
Choose the service that fits your needs. Start with planning, or schedule a call to discuss exit planning and valuations.
Business & Personal Financial Planning
Holistic financial planning that integrates your business and personal life. Designed for entrepreneurs who want clarity and direction.
- Onboarding and first quarter membership
- Personalized Prosperity Plan
- Shared Task Management
- Access to Vetted Network Professionals
- Monthly Planning Session
- Unlimited Video, Email, and Phone Support
Exit Planning & Valuations
Prepare your business for a successful transition. Whether you're planning to sell, transfer, or transition your business, we help you maximize value.
Starting at $5,000
- Business valuation assessment
- Exit strategy development
- Value enhancement roadmap
- Succession planning
- Deal structure optimization
- Post-exit planning
Gratitude From Our Clients
Hear from entrepreneurs and business owners who have worked with prosperus.
"I love that Nate is always grounding the conversation in what my goals are!"
Ben Billups
Exit Planning
"I highly recommend working with Nate for exit planning and business valuation!"
Brennan Haelig
Exit Planning
"I trust Nate with my life. I did not even consider going to anyone else."
Jordan Ross
Financial Planning
"I believe the impact of our collaboration has been life changing!"
Martin Hunter
Financial Planning
Frequently Asked Questions
Who is prosperus for?
prosperus is designed for entrepreneurs and business owners who want holistic financial planning that integrates their business and personal goals. Whether you're growing, planning an exit, or navigating a transition, we can help.
Why should I become a prosperus member?
If you are anything like our current members, you have big goals and believe it takes a team to achieve them. Perhaps you have been less than satisfied with a traditional financial planning offer, or you've been looking for someone to help take your business to the next level? If you are building something worth sharing, you will make an excellent fit to join our network.
What is prosperity planning?
Prosperity planning is a holistic approach to business, financial, and personal planning. Our education and accountability system is custom tailored for entrepreneurs seeking something different. We co-create process and accountability around work-life integration, time management, finances, and technology.
How does prosperity planning differ from traditional financial planning?
The goal of Prosperity Planning is to transcend the "What" of your financial plan and focus on the "Why" that drives your personal life mission. Our collaboration will provide the basis for creating a unique "How" for living your dream without the bias or limitation of any one service provider.
N8 Ventures LLC does not provide financial advice, recommend or solicit purchase of any securities, sell any financial instrument/insurance products, or take custody of client assets.
How does the planning subscription work?
After subscribing, you'll complete onboarding surveys and schedule your first planning session. We meet regularly to review progress, adjust strategies, and ensure you're on track to meet your goals.
What is exit planning?
Exit planning is an intentional process to holistically balance:
- Personal - What does life look like now and after an exit?
- Financial - Have you planned properly for wealth goals?
- Business - Have you created enterprise value worth acquiring?
An exit plan asks and answers all the business, personal, financial, legal and tax questions involved in transitioning a privately owned business. It includes contingencies for illness, burnout, divorce, and death.
Its purpose is to maximize the value of the business at exit, minimize taxes, and ensure the owner accomplishes all personal and financial goals in the process.
Why is exit planning needed?
- Only 20-30% of businesses that go to market actually sell
- 80-90% of owner's wealth is trapped in their company
- 50% of exits are non-voluntary: Death, Divorce, Disability, Distress, Disagreement
- 60% of owners do not understand their exit options
- 80% have not engaged with or formed a transition advisory team
- 75% of owners profoundly regret selling their business just a year after selling
What makes your exit planning different?
We take a holistic approach that considers not just the business transaction, but also your personal goals, legacy wishes, and post-exit plans. We help you maximize value while ensuring the transition aligns with what matters most to you.
Do you help business owners secure funding?
Yes. There are many types of funding opportunities clients look for:
- Banking Partnerships
- Private Debt
- Venture Capital
- Working Capital
Want to Learn More?
Let's talk about how prosperus can help you make better money decisions and achieve your goals.