Board Room Background

We help businesses prepare
for the unexpected.

Contingency Planning

Succession Planning

Key Employee Planning

Retirement Planning

The Numbers Tell the Story

1 out of 3

business owners will die while owning their own business.

1 out of 4

business owners will suffer a serious illness while owning their business.

7 out of 10

business owners have not prepared for the unexpected.

3 out of 4

key people perceive that they have a better place to go.

8 out of 10

businesses close within 1 year of the owner dying or becoming ill.

Most Business Owners

have done some planning, but few have planned for everything.

Are You Prepared?

Is your family, your business, and the families that depend on your business prepared to live with the consequences if you do nothing?

What We Do

We specialize in contingency planning, helping closely held businesses prepare for the unexpected. Our nationally recognized Blueprints program helps business owners protect their family, their business, and the families that depend on their business through customized strategies and solutions that ensure the future of their organization.

Our Blueprints Program


We create a unique Blueprint for your business by determining what has and has not been planned and implemented.


Next, we put your Blueprint into action by working with your schedule in a series of 30-minute sessions over a course of three months.


Each year, we review your Blueprint and make sure that it is current and make any necessary updates at no additional cost.

Our Specialties

Contingency/Succession Planning

Key Employee Attraction & Retention

Retirement Planning for the Business Owner

About Our Company

Blueprints For Tomorrow is a nationally recognized financial services company that specializes in contingency, succession, and transition planning with a focus on growing businesses and improving cash flow.

We work directly with closely held businesses to create customized strategies and solutions that ensure the future of their organizations. As a third-generation company with over 40 years in the industry, we have the pleasure of serving thousands of clients and their families across the country.


business owners completed our program


years of experience


our fees are risk-free

Do You Need a Contingency Plan?

Failing to make a plan ahead of time places a great risk on everything that you’ve worked so hard to create. Deciding to do nothing is making a decision. What kind of burden are you leaving others to deal with? We are here to help.

Life Insurance


Long-Term Care


Estate Liquidity Solutions

Retirement Vehicles

Executive Benefits

Risk Resource

As part of our commitment to helping business owners and entrepreneurs plan for the future, we provide a single-source for a wide range of financial services and products that further protect the interests of our clients.

Our four decades of experience in business planning encompasses the full spectrum of financial tools needed to ensure the long-term success and protection of business owners, individuals and their families, including: life insurance, disability, long-term care, annuities, estate liquidity solutions, wealth accumulation, and executive benefits.

To learn more about our sister company Risk Resource, click here:

What Our Clients Have to Say

Dear Nate,

You have been a valuable resource and become a good friend since we first met a few years ago. We would like to offer this letter as an introduction tool for you to use with other members of The United Group (“TUG”), or any business owner, who has not thoroughly strategized and documented the continuity of their business for a planned or sudden succession.

As you may remember, we met following work you did with TUG president Tobie McKown to ensure the long-term leadership stability of that organization. Although we had an outstanding and trusted team of professionals in place at our company (CPA’s, estate attorneys, financial planners), it intrigued us to learn that your role was that of a succession planning coach. You would help us coordinate the advice and actions of our team of advisors to ensure that our continuity plans were actionable and clearly stated, so as to avoid any confusion or conflict of management structure if the key business owner was no longer in the picture.

Your role as a coach has been valuable to us, far beyond the very reasonable, one time, flat fee that we paid a few years ago. Additionally, your planning tools, general business counsel, weekly business owner tips, and other intriguing discussions have enhanced both our profitability and peace of mind. Anyone who is a candidate for your professional service may contact us to learn more about our experience with you. We think those candidates might include any companies with owner(s) or manager(s) where the business would be negatively impacted if that individual were no longer able to be involved due to death, incapacity, or other any cause of removal from the organization. You’re the best, Nate. Thanks for all you do for us.


Jim Allen & Scot Olber, CPA
CEO & President, Allen Packaging

Gloria and I were introduced to Nate Sachs by a respected business owner in our network. We read Mr. Sachs book and, as business owners ourselves, could immediately relate to the narratives he shared regarding the threats and risks that we faced in our business. We engaged with Mr. Sachs shortly thereafter and he walked us through a fairly detailed assessment of our situation in order to determine if he had an offer of help for us. We accepted his offer to work on one of his blueprints that enabled us to put in place protection for our business in the event that Gloria and/or I were to die unexpectedly.

Mr. Sachs’ process is very methodical and detailed. He made the planning process easy on us – something that working alone we’ve never been able to accomplish. Mr. Sachs brings the help as an expert observer and adviser to set the criteria and standards that we need to think through in order to effectively plan for the worst case scenario. Where we lack the ability to think and act effectively about our current situation and desired situation, he questions us and opens our thinking.

We now hold a plan for our business that our loved ones can operate from in the event of our death. Our plan protects the business – as an asset to our children and family. We now can rest easier knowing that our family will not be as burdened as they would without this structure and direction in place.

Thank you, Nate, for your expert help. We place a great deal of trust in you and your advice and recommend your services to other business owners.

Wayne Klug
Founder, President & CEO, Spectrum Technology Solutions


I have been working with you and your team for over 6 months now following your “Blueprints For Tomorrow” process and I just had to write and tell you how absolutely incredible it has been. It should be called “Blueprints For Today and Tomorrow”. In addition to really helping me think through and plan for what to do to succeed going forward and learn how to work “on” my business and not just “in” my business your process has caused me to develop ideas and strategies that make me a far more effective and efficient company today!

Your process has helped me get exquisite clarity about staffing needs, revenue growth and organizational effectiveness. I started this process wanting to get ideas and plans for how to either prepare my business for sale or to develop some more thoughtful exit strategy because that’s what I though Blueprints for tomorrow was. Boy was I wrong! It is indeed that but it is so much more.

Your personal guidance and coaching has been a very important part of the process as well and I have no advisor to me and my company that I respect more than Nate Sachs.Thanks for getting me involved in Blueprints for Tomorrow. It has made a huge difference and I think any owner of a business would be crazy if they didn’t explore what this incredible process can do for their business.

Jerry Acuff
CEO, Delta Point, Inc.

Dear Nate,

I would like to thank you for the work and collaboration you have done with my company. Your approach to the review of companies and their positioning for the exit of the owner is insightful. Many owners, such as me, look for companies that will consult with us and with no strings attached to the sale of a product.

Your detailed, step-by-step approach to looking at companies and processes increased our profit and reduced the amount of time administering our company. This allowed us to focus on growth and additional market share.

Jere W. Planck
Founder & Managing Partner, Archicon, L.C.

Nate Sachs helped me clarify the issues I am facing with my business and personal life, Further, he helped me develop a plan to make sure my business survives me, and my family is fine after I am gone. His thoughtfulness with the estate, insurance and business decisions I needed to make was invaluable. I sleep very well knowing that those I care the most about will be OK when I am no longer here to help them.


CEO, Vestory Investment Advisory

We just returned from our KILLER 3-group retreat down in Scottsdale. Since I always value hearing from you when you come across great speakers, I thought I would pass along a very good “find” we happened upon down in Scottsdale.

Nate Sachs gave a great presentation yesterday that has gotten rave reviews from all my people. His message is very supportive of everything that we do within our Groups all year long, but his sage and avuncular style held 40 people captive for 3 hours, which is no small feat. If you have any speaker openings, I highly recommend trying to book Nate Sachs and his presentation “Being in Business Today and Sleeping at Night.” Since its a wind chill of -1 outside, I think it’s a good time to head down to Orlando next! I hope to see all of you there.

Best Regards,

Tom Morgan
Vistage Group Chair