Do Your Business Owner Contacts Need Financial Guidance? We’re Here to Help.
October 8, 2021 by Interchange Capital Partners
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 firstname.lastname@example.org or call our office at 412-307-4230 to schedule an introductory appointment.
Ahmie E. Baum is the CEO and founder of Interchange Capital Partners, an independent registered investment advisory firm providing collaborative, comprehensive, and disciplined wealth management around Transition Planning Unlocking a Lifetime of Work. With over 40 years of experience, Ahmie specializes in serving individuals, professionals, and family-owned businesses, helping them manage the complexity that comes with their unique circumstances. He is known for giving his clients guidance, education, and resources to make wise financial decisions that help them protect their wealth while achieving their goals. Ahmie and his firm strive to go above and beyond with their unparalleled client service and family office services that help their clients experience confidence in their future.
Ahmie graduated from the University of Pittsburgh with a bachelor’s degree in psychology and holds the Executive Certificate in Financial Planning from Duquesne University School of Leadership and Professional Advancement. He is also a CERTIFIED FINANCIAL PLANNER™ professional. He recently received the Certificate for Family Business Advising (CFBA) from the Family Firm Institute. He spent 42 years working at EF Hutton and UBS, where he earned the prestigious Wealth Advisor designation. Nationally recognized, Ahmie has been named in the past to the Barron’s Top 1,000 Financial Advisor List. When he’s not working, Ahmie enjoys spending time with his wife, Sara, their three children, and their granddaughter. He also enjoys investing in his health through 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 serves 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. You can also watch his latest webinar on The Hidden Dangers of Not Having an Exit Plan.
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.
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