A Holistic Approach to High-Value Transitions: Business Goals, Personal Values, Financial Independence

A Holistic Approach to High-Value Transitions: Business Goals, Personal Values, Financial Independence One of my favorite books on exit planning and building high value transitions is by Chris Snider and is titled Walking to Destiny. The three legs of the stool, also called “Master Planning,” helps to maximize the business value by ensuring that [...]

A Holistic Approach to High-Value Transitions: Business Goals, Personal Values, Financial Independence2023-05-17T13:21:15-04:00

Investment Strategies: Buying a Business to Build Wealth

Investment Strategies: Buying a Business to Build Wealth? Recently, Forbes took a comprehensive look at how many Forbes 400 members founded their own businesses and at what age. The end results were clear: unless you’re planning on inheriting your wealth, it’s best to start or buy a business earlier rather than later. How Do [...]

Investment Strategies: Buying a Business to Build Wealth2023-04-24T15:44:02-04:00
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