Clarity, Structure, and Direction Interchange Captial Partners Definition:

For some, it is just a name, for us it is a statement of what we are and why we do what we do. Interchange […]

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, […]

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 […]

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 […]

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 […]

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 […]

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 […]

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, […]

By Ahmie Baum, CFP® CFBA Money is only one measurement of growth within your family-owned business. Financial capital could even be considered a byproduct of […]

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 […]

By Ahmie Baum, CFP® CFBA The number of tasks, information, and people that accompany wealth overwhelms many people. The complexity of family, wealth management, estate […]