A Wealth Management Home for Business Owners
I started a wealth management career twenty-four years ago to help people with their biggest stress point (money) through a comprehensive model. I’m fortunate to ...
Business Owners Articles
Financial Planning for Business Owners
A reader asks, how can a financial advisor help an entrepreneur? The context behind the question being that they’re confident risk-takers who prefer to build ...
Revisiting The Last Dance
I loved The Last Dance, the ten-part documentary about the 1990’s Chicago Bulls championship run. A fond early-Covid memory is watching the new episodes Sunday ...
Selling Your Business in This Market
It's been a hot M&A market for at least ten years. If anything, it feels like it's heating up, and it's not likely to get ...
Someone Offered to Buy Your Business
About 40% of my clients are business owners, or retired business owners. Starting in 2013, I noticed that deal activity was picking up for those ...
You Need Time Off
So, at the end of June we were supposed to visit Hilton Head for two weeks. We love it there, and after 105 days of ...
5 Leadership Lessons from Bob Iger
Bob Iger’s memoir covering his career and focusing on his fifteen years as CEO of the Walt Disney Company during a transformative time is excellent. ...