Out of the blue, John was approached by a prospective buyer who wanted to buy his business and land for more than $30 million in cash.
Latest Case Study:
A Great Problem to Have
A married corporate executive couple in their early 50s grows weary of their 80-hour work weeks. They start weighing their early retirement options.
October 28, 2023Passing Down Family Wealth
Recent Case Study:
September 15, 2022Charitable Giving & Philanthropy
With a sale imminent, Chuck needed to get a handle on how much to sell his business for in order to achieve all his post-exit life goals.
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.