Set Your Table

An original framework and illustration created by Devery “Rusty” Cagle, first use April 2025. It maps the advisors at a business owner’s table (CPA, attorney, banker, investment advisor, insurance, and collaborators such as coaches and consultants) and identifies the missing seat at the center who aligns every advisor around one plan and the owner’s exit. To use or reference this framework contact rcagle@caglefamily.com for permission to reproduce it.