Developing A Clear Vision For Your Future
Do you have enough money to live the life you have grown accustomed to? Learn how our cash flow analysis can monitor, in real time, the effect of current circumstances on your future wealth.
Main Street Lending Program
Is the Main Street Lending Program right for your business? Learn more by watching this video.
Watch the video below for a walkthrough of our Exit Planning Process.
What Makes Us Different
At Interchange Capital Partners we use a cash flow lens to evaluate all your wealth management strategies. Learn more about our process and how we make a difference by watching this video!
4 Reasons Why We’re Passionate About Serving Family Businesses
By Ahmie Baum It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra challenges due to being a business owner. When you need help, how do you know who to turn to? Who can you rely on to understand your life and guide you […]
Meet Our Team Member: Ahmie Baum
I was raised in a home where helping people was a foundational element of my upbringing. Helping people was my parents’ job (as they both had Phd’s in Education), but it quickly became a passion of mine and a cornerstone of who I am. Another, less jovial formative moment in my youth was my father’s […]