Business Owners

Aug 11, 2023

5 Types of Capital That Maximize the Potential of Family-Owned Businesses

Business Owners

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 […]

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Jul 26, 2023

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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Jul 25, 2023

How a Family Office Reduces the Complexity of Your Wealth

Business Owners

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 […]

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May 11, 2023

How We Helped a Family Business Navigate the 4 Interchanges

Business Owners

By Ahmie Baum, CFP® CFBA As a business owner, you face a myriad of complex challenges as you navigate the 4 interchanges between yourself, your […]

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Apr 12, 2023

Unlock Liquidity Without Impacting Your Business Operations or Aspirations

Business Owners

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Mar 31, 2023

Our Team Is Growing: Meet Tyler and Samuel!

Business Owners

By Ahmie Baum, CFP® CFBA Growth is always a good thing, especially when it means expanding your business and the services you can provide to […]

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Mar 27, 2023

How We Helped a Family-Owned Business Save Over $40M in Taxes and Reduce Complexity

Business Owners

By Brian Baum, CEPA®, CFP® Running a family-owned business is an incredibly difficult task. You have to create and grow a valuable service, manage employees, […]

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Sep 28, 2022

Top 3 Factors That Stall Succession Planning in Family Businesses

Business Owners

By Brian Baum, CEPA®, CFP® Many of our clients have built their companies from the ground up. Understandably, it can be hard to let go. […]

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Jul 20, 2022

5 Reasons to Keep the Business in the Family: Part 2

Business Owners

By Brian Baum, CEPA®, CFP® There comes a time when every family-owned business must either pass to the next generation or be sold to someone […]

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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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