Join us for an exclusive webinar as we discuss the hidden dangers of not having an exit plan.
Topics we’ll cover include:
- The #1 reason most family businesses fail
- Key ingredients to a successful business transition
- How to deal with conflicts in a family business
- Hidden risks to address in your business now
- Why we specialize in serving family business owners (Hint: We’re a family-owned business ourselves!)
- How we help you develop a clear vision for your business and your future
I’m even walking you through a free exit-planning readiness quiz during the webinar AND giving away FREE business valuations to everyone who sticks around until the end.
If you’re a family business owner, you do not want to miss this information-packed webinar.
Save your seat now.
Meet Your Presenter
Ahmie E. Baum is the CEO and founder of Interchange Capital Partners, an independent registered investment advisory firm providing collaborative and comprehensive planning 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 are known for going 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™ (CFP®) professional. He spent 40 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.