The real ROI of business? It’s not more revenue. It’s the life you get to live.
What if the real purpose of building a business wasn’t just to scale endlessly — but to design your ideal life and exit on your own terms? In this episode, George sits down with Noah Rosenfarb — CPA, family office founder, investor, and advisor — who has helped hundreds of entrepreneurs build, exit, and live with intention.
From $750M in company exits and $1B in real estate investments, Noah shares the secrets of wealth that go far beyond money — including how to avoid common exit regrets, create true time freedom, and build wealth that supports your identity (not replaces it).
This is more than a conversation about taxes. This is a blueprint for building a business that supports your life, not consumes it.
What You’ll Learn in This Episode:
Key Takeaways:
✔️Build with the end in mind — Don’t wait until it’s too late to plan your exit. Most entrepreneurs miss the window or get trapped in the business they built.
✔️Wealth vs Money — True wealth is measured in freedom, time, and alignment, not just income.
✔️Use an Opportunity Filter — Say no quickly and only say yes to opportunities that pass your personal filters (e.g. ROI on time, alignment with lifestyle, no personal guarantees).
✔️Tax Strategy vs Tax Prep — They are not the same. You need both. And strategic tax planning yields the highest ROI per hour for 7-figure entrepreneurs.
✔️Audit your habits — Financial freedom starts by spending less than you earn and investing the difference. Sounds simple, but it’s rarely done.
✔️Identity matters — Exiting your business without building a new identity or purpose leads to depression, regret, and emptiness.
✔️Invest your time wisely — Focus on semi-passive income vehicles that don’t require your daily presence but benefit from your expertise.
Timestamps:
[00:00] – Why most entrepreneurs wait too long to plan their exit
[02:19] – Meet Noah Rosenfarb: $750M in exits, 5 books, and building family offices
[05:27] – The one rule for financial success (that’s not so common)
[07:35] – Noah’s “Opportunity Filter” – a 14-item checklist for decision-making
[11:35] – The #1 mistake entrepreneurs make: taxes and lack of strategy
[17:01] – Why tax strategy is the highest leverage activity for 7-figure earners
[21:04] – Best practices to prepare for windfalls or exits
[26:44] – Building a healthy relationship with money
[34:22] – Guilt vs. gratitude in spending: a personal boat story
[37:20] – The power of prudent planning: save, then ratchet up
[40:13] – Passive vs. semi-passive income (and what counts)
[43:34] – The “lottery ticket” exercise to design your ideal life
[48:58] – Where to start with financial literacy and wealth coaching
[53:54] – Why so many entrepreneurs feel regret after the exit
[56:16] – Noah’s final words: Freedom is the real exit strategy
Connect with Noah:
Book: Exit Rich Beyond Money
Services: WellThrive – tax strategy + wealth coaching for US-based entrepreneurs
Main Site: Freedom Family Office
Your Challenge This Week
Which question from today’s episode hit you hardest?
Want to build your business with sustainability, freedom, and a bigger purpose?
Here are 3 ways we can help: