Sep 28, 2022
Top 3 Factors That Stall Succession Planning in Family Businesses
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. […]
Jul 20, 2022
5 Reasons to Keep the Business in the Family: Part 2
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 […]
Jun 15, 2022
5 Advantages of Selling a Family Business: Part 1
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 […]
Apr 20, 2022
Is the Next Generation Ready to Run Your Company?
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 […]
Mar 30, 2022
Case Study: How We Help Families Plan for Multigenerational Wealth
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 […]
Mar 11, 2022
5 Steps to Prepare for the Sale of a Business
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 […]
Feb 22, 2022
How Much Is Your Business Worth?
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 […]
Dec 07, 2021
Bridge the Generational Gap: How Your Family Business Can Thrive
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 […]
Oct 08, 2021
Do Your Business Owner Contacts Need Financial Guidance? We’re Here to Help.
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 […]
Sep 30, 2021
Struggling to Keep Personal & Business Wealth Separate? We’re Here to Help.
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 […]