Run your business with an eye to the future. Learn best practices to position your business for a successful exit/sale down the road.
You will come to a fork in the road. What will you do? Planning ahead will optimize outcomes to help you make the best decision.
Managing a business is different from managing wealth. Learn how to protect your legacy and define your purpose after you sell your business.
A practical guide for the hard-working wealth creator navigating and serving the best interests of their family, business partners, clients and employees.
Written by two veteran entrepreneurs and financial professionals, this book shares compelling insights and guidance to help you create a life of enduring wealth and purpose.
Wealth planning experts estimate that 70% of second generations and 90% of third generations squander their inheritances, known as the shirtsleeves to shirtsleeves phenomenon. Will your family wealth and relationships evaporate as well? Instead, learn how to build a legacy that lasts.