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May 15, 2024Business Exit Planning
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April 2, 2024Wealth Building for Executives
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As a business owner, your professional and personal lives are intertwined and inherently connected to your business. With their identity largely tied to what they do professionally, many owners face confusing and conflicting emotions when leaving their company. Selling a business can be one of the most significant decisions of your life. The first step to planning for your exit is finding mental readiness.

May 15, 2024 Business Exit Planning

Enable 2FA on your email, financial accounts, social media accounts, and anywhere else that offers this security feature. Two-factor authentication requires a second layer of authentication in addition to your password to complete your login, such as entering an SMS code sent to your phone or approving a push notification. This is the single most important step in protecting your accounts.

Apr 12, 2024 FAQs

One of the many joys of working with clients who are founders and executives is helping them navigate their wealth plans alongside building their careers, families, and legacies. It’s rare to see ambition stall in these clients; instead, their careers evolve and so do their plans for the future. Helping them design personalized wealth plans tailored to their unique priorities and goals is one of the most thrilling aspects of my career as a wealth advisor.

In the game of entrepreneurship sometimes the market throws a curveball, and your business valuation is less than what you had expected. Instead of striking out, have a contingency plan in place. It’s good to hope for the best but be prepared to adjust your expectations downward if the valuation of your business comes in lower than expected.

Mar 22, 2024 Business Exit Planning

Are you looking for clarity, conviction and unfiltered advice about your wealth?

You’ve come to the right place.

Business owners are on the hook for a lot: the full 15.3% self-employment tax, the cost of healthcare, building your own nest egg without the matching employer contributions to retirement plans often referred to as “free money” for employees. It’s no wonder that investing for retirement isn’t a top priority for some business owners who are busy trying to grow their business’ value.

Feb 12, 2024 Business Exit Planning

It’s safe to say that most investors share a common goal: to have enough money to comfortably live their life without financial fear or worry. The simplest way to do that is to have a good cash strategy. One that is data-tested and designed around your specific plans, assets and needs. Doesn’t sound too hard right? Well, the devil is in the details.

Compensation packages for executives and other high-income earners can be confusing; acronyms, percentages, and industry jargon can make it hard to identify exactly what you have to gain from an offer. If you don’t completely grasp the pros and cons of what you’re being offered, it can be difficult or even impossible to formulate a long-term wealth plan. Two common terms you might have heard include restricted stock units (RSUs) and performance stock units (PSUs).

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