Developing A Clear Vision For Your Future
Do you have enough money to live the life you have grown accustomed to? Learn how our cash flow analysis can monitor, in real time, the effect of current circumstances on your future wealth.
Main Street Lending Program
Is the Main Street Lending Program right for your business? Learn more by watching this video.
Watch the video below for a walkthrough of our Exit Planning Process.
What Makes Us Different
At Interchange Capital Partners we use a cash flow lens to evaluate all your wealth management strategies. Learn more about our process and how we make a difference by watching this video!
4 Reasons Why We’re Passionate About Serving Family Businesses
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 due to being a business owner. When you need help, how do you know who to turn to? Who can you rely on to understand your life and guide you […]
Meet Our Team Member: Ahmie Baum
I was raised in a home where helping people was a foundational element of my upbringing. Helping people was my parents’ job (as they both had Phd’s in Education), but it quickly became a passion of mine and a cornerstone of who I am. Another, less jovial formative moment in my youth was my father’s […]
The Question Some Company Owners Don’t Want to Deal With
“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 a 2/12/21 New York Times article.
What Does Your Business Value Tell You?
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 expect to leave for several or many years?
Exits are Inevitable, Failure is Not: Planning a Successful Exit
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 that, at some point, all owners exit their businesses. When that day arrives, owners want to exit on their terms, the most important of which are financial independence and choosing […]
Creating a Succession Plan
An exit strategy helps business owners ensure the long-term success of their company A good succession plan creates a blueprint for ownership transfer as you exit your business. It helps you prepare for your retirement, ensuring you have the income you need. And setting a well-conceived plan into motion protects the people around you, including […]