Business Owners

Mar 19, 2024

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

Business Owners

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

Business Owners

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

Business Owners

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

Business Owners

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

Business Owners

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

Business Owners

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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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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