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. […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]