Business Owners

Jun 15, 2022

5 Advantages of Selling a Family Business: Part 1

Business Owners

By Brian Baum, CEPA®, CFP® The sale of a business can be one of the most complicated aspects of a closely held company, especially if […]

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Apr 20, 2022

Is the Next Generation Ready to Run Your Company?

Business Owners

By Ahmie Baum Running a family business is hard work. It takes time, dedication, and sacrifice to realize your vision and make it work for […]

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Mar 30, 2022

Case Study: How We Help Families Plan for Multigenerational Wealth

Business Owners

By Kendra Reilly, CFP®, CIMA®, CEPA® Our client Drew would be the first to tell you that life doesn’t always go according to plan. We […]

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Mar 11, 2022

5 Steps to Prepare for the Sale of a Business

Business Owners

By Brian Baum, CEPA®, CFP® Although selling a business is something most business owners want to do in the long term, many aren’t preparing for […]

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Feb 22, 2022

How Much Is Your Business Worth?

Business Owners

By Brian Baum, CEPA®, CFP® You’ve put in all the hard work to start and grow your company, so now what? Whether the goal is […]

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Dec 07, 2021

Bridge the Generational Gap: How Your Family Business Can Thrive

Business Owners

By Ahmie Baum With today’s workforce consisting of five major generations—Traditionalists, Baby Boomers, Gen-X, Millennials, and Gen-Z—it’s more important than ever to understand how generational […]

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Oct 08, 2021

Do Your Business Owner Contacts Need Financial Guidance? We’re Here to Help.

Business Owners

By Ahmie Baum The world is changing rapidly, and it can be hard to keep up. This unprecedented uncertainty has led to added stress as […]

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Sep 30, 2021

Struggling to Keep Personal & Business Wealth Separate? We’re Here to Help.

Business Owners

By Brian Baum, CFP® and Kendra Reilly, CFP®, CIMA® We all know that running a business is tough. And as a business owner who has […]

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Sep 08, 2021

Do You Have Too Much Personal Wealth Tied to the Family Business?

Business Owners

By Ahmie Baum If you’re like many business owners, most of your personal wealth is tied up in your business. This is great news, because […]

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Aug 12, 2021

How Advisors Can Help Clients Give New Life to Family Businesses

Business Owners

Barron’s Magazine speaks with Ahmie and Brian Baum about how advisors can help clients give new life to family businesses by improving collaboration and articulating […]

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