Beau Eckstein

Business Ownership Strategist

Beau Eckstein helps entrepreneurs make the decisions that shape the value of a business—and the life of its owner. His work spans the full ownership journey: selecting the right opportunity, securing financing, protecting the enterprise, and preparing for a successful transition.

With nearly 30 years of experience in lending, finance, and real estate, Beau brings a practical understanding of how businesses are acquired, funded, and positioned for the future. His approach connects the owner’s personal ambitions with the financial and operational realities of ownership. Every engagement begins with their goals, available resources, and desired level of involvement.

Through Business Ownership Coach, Beau guides aspiring and established entrepreneurs through business and franchise selection, financial review, and franchisee validation. He helps clients evaluate opportunities with a clear understanding of both the investment and the responsibilities that come with it.

As an SBA loan broker with Emerge Lending Group, he structures SBA 7(a), SBA 504, and commercial financing for business acquisitions, franchise startups, expansion, equipment, and real estate. As founder of OwnerInsured.com, he helps business owners address the insurance needs that accompany building and operating a company.

His work as a Certified Exit Planning Advisor brings the eventual transition into today’s decisions. Beau helps owners identify risks, reduce dependence on their personal involvement, and strengthen the factors that contribute to transferable business value—whether they intend to sell, pass the business to a successor, or keep their options open.

Beau is co-founder and Vice President of the National Association of SBA Loan Brokers and was named the 2025 Coleman SBA Loan Broker of the Year. He is also a California real estate broker, a Kolbe Certified Consultant, co-author of From Paycheck to Freedom with Tom Wheelwright, and host of the Investor Financing Podcast.

Based in Henderson, Nevada, Beau serves clients nationwide. His guiding principle is straightforward: business ownership should be built around the life an owner wants, with a strategy that extends from the first investment to the eventual exit.