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 […]

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 […]

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 […]

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 […]

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 […]

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

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 […]

“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 […]

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 […]

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 […]