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 everyone must adjust constantly to an ever-changing world. Family businesses can feel especially vulnerable in this climate. Yet there are many family businesses that are thriving during this time. What’s the difference? Clarity, Understanding, and Action.

Ironically, many business owners put their financial planning on pause as they focus on the urgent; after all, there is only so much time in the day. Let Interchange Capital Partners help you navigate the interchange between your business, family, and ownership, giving you more time to focus on your core business.

Guiding Through Challenging Times

After doing this for 40 years, we know how to capture your strengths, identify your opportunities, and how to take action in ways that benefit both the business, the family, and the ownership. We have the knowledge to see the full picture and know how to implement plans to make them work for you, regardless of market conditions or the state of the world around you.

Providing Exceptional Service to You & Your Network

We founded Interchange Capital Partners to act as an advocate for your family business, with your interests in mind. Our meticulous attention to the details of your financial life and our well-coordinated approach allows you to experience confidence and security, no matter what changes are happening.

As a fiduciary, independent registered investment advisory firm, we are dedicated to helping you find clarity in the midst of complex situations, offering experience and knowledge tailored to your circumstances, and recommending plans that create the outcomes you are looking for.

We’re Here to Help

My son, Brian, and I work together with our team, so we don’t just have professional experience with family businesses, we have personal experience too. We understand your concerns and challenges, which gives us the ability to have true empathy for different generations as we simultaneously build our business while also preparing for a leadership transition in the future. We’ve worked through the same questions we ask you, and we’ve dealt with a variety of situations and family dynamics, so we understand your obstacles and know that helping you get clarity, understanding, and action will lead to you and your business achieving your goals.

If your family business, or the family business of anyone you might know, needs the personalized touch of a dedicated firm, we would welcome the opportunity to show how we can help. Email us at team@interchangecp.com or call our office at 412-307-4230 to schedule an introductory appointment.

About Ahmie

Ahmie E. Baum is the CEO and Founder of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 43 years of working with wall street banks and financial services firms on behalf of families.

Interchange Capital Partners provides family office and transition strategy services for family businesses, helping families protect and grow their family capital with clarity, understanding, and action by being relevant and resourceful around their unique circumstances.

As a graduate of the University of Pittsburgh, Ahmie began his career with EF Hutton in 1979 and transitioned to UBS in 1993. Ahmie is a CERTIFIED FINANCIAL PLANNER™ (CFP®), received the Executive Certificate in Financial Planning from Duquesne University School of Leadership and Professional Advancement and has a Certificate in Family Business Advising (CFBA) from the Family Firm Institute. He also has Certificates from The Growth Institute around Growing and Scaling Business and Cash Management. For the past 20 years, he has been involved with Strategic Coach, an international entrepreneurial training program

When he’s not working, Ahmie enjoys spending time with his wife, Sara, their three children, and their granddaughters. He recognizes that health is wealth so he has committed to daily yoga, meditation, and plant-based eating. His other hobbies include woodturning, golf, reading, listening to music, and biking. He is active in his community and served as the Foundation Chair of the Jewish Federation Community Foundation of Greater Pittsburgh and supports the Big Brothers Big Sisters of America (BBBS). To learn more about Ahmie, connect with him on LinkedIn.

Interchange Capital Partners, LLC, (“INTERCHANGE CAPITAL PARTNERS”) is a registered investment adviser with the Securities and Exchange Commission providing investment advisory and financial planning services. Any reference to the terms “registered investment adviser” or “registered” does not imply that INTERCHANGE CAPITAL PARTNERS or any person associated with INTERCHANGE CAPITAL PARTNERS has achieved a certain level of skill or training. A copy of INTERCHANGE CAPITAL PARTNERS’s current written disclosure (ADV 2A Firm Brochure) discussing our advisory services and fees is available for your review upon request. INTERCHANGE CAPITAL PARTNERS, in addition to providing investment advisory and financial planning services, provides business consulting services. In connection with its business consulting services, INTERCHANGE CAPITAL PARTNERS does not provide tax or legal advice.

This material is proprietary and may not be reproduced, transferred, modified, or distributed in any form without prior written permission from INTERCHANGE CAPITAL PARTNERS. INTERCHANGE CAPITAL PARTNERS reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an “as is” basis without warranty. Any recommendations, projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.