Business Owners

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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May 05, 2021

Exit Planning

Business Owners

Watch the video below for a walkthrough of our Exit Planning Process.

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May 05, 2021

4 Reasons Why We’re Passionate About Serving Family Businesses

Business Owners

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 […]

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Apr 08, 2021

The Question Some Company Owners Don’t Want to Deal With

Business Owners

“We can tell them they should do something for 1,000 years, but business owners hate to be told what to do,” said Brian Baum in […]

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Mar 23, 2021

What Does Your Business Value Tell You?

Business Owners

No one wants to spend money on something they don’t need. So why do you need an estimate of your company’s value when you don’t […]

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Feb 17, 2021

Exits are Inevitable, Failure is Not: Planning a Successful Exit

Business Owners

We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of Exit Planning. We also understand […]

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