Jul 02, 2024

Meet Interchange’s New Chief of Staff: Jeremy Glazier

By Ahmie Baum, CFP® CFBA We’re thrilled to announce the arrival of the latest addition to our talented team at Interchange Capital Partners! Jeremy Glazier […]

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Jun 12, 2024

Meet Interchange’s Newest Team Member: Theo Mylonas

By Ahmie Baum, CFP® CFBA Interchange Capital Partners continually seeks to bring experienced individuals with diverse experience and abilities to our team. To that end, […]

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Jun 03, 2024

Navigating Charitable Giving: DAFs vs. Private Family Foundations

By Ahmie Baum, CFP® CFBA In the realm of philanthropy, individuals often find themselves at a crossroads, deciding between two key structures for managing charitable […]

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Apr 12, 2024

Interchange Team Members Promoted to New Roles

By Ahmie Baum, CFP® CFBA Interchange Capital Partners, a Family Business Advisory Firm based in Pittsburgh, PA, has promoted three veteran team members to new, […]

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Mar 19, 2024

The Top Mistakes That Business Consulting Can Help Family-Owned Businesses Fix

By Ahmie Baum, CFP® CFBA Family-owned businesses drive the U.S. economy, employing 60% of the nation’s workforce. These businesses face unique challenges due to their […]

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Jan 26, 2024

Liquidity Solutions for Family-Owned Businesses to Generate More Growth and Flexibility

By Brian Baum, CEPA®, CFP® Liquidity is not something many family-owned business leaders think about until they have to. When that time comes, finding liquidity […]

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Jan 10, 2024

Unique Risks Family-Owned Businesses Face

By Ahmie Baum, CFP® CFBA Family-owned businesses have several strengths and advantages. For instance, many boast a potent, familiar identity that inspires commitment. Still, the […]

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Nov 21, 2023

Spark Alignment and Engagement Through Generational Conversations

By Ahmie Baum, CFP® CFBA It’s easy to underestimate the sacrifices made by earlier generations when you weren’t there to witness them and only see […]

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Nov 11, 2023

Reflecting on 2023: Hope, Gratitude, and Giving

By Ahmie Baum, CFP® CFBA The events that are taking shape on the international stage and in our country leave us in a state of […]

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Oct 19, 2023

Growing and Scaling the Business to Create a Self-Managing Company

By Brian Baum, CEPA®, CFP® As a family-owned business ourselves, we’re familiar with the challenges of growing and scaling a business. As your company grows, […]

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