Our Blog

De-Risking the Business: How to Protect What You’ve Built

Start de-risking your business now to protect your family, your employees, and your legacy.

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Every Owner Needs a Quarterback (And Why Fragmented Advice Costs Millions)

Without a quarterback, owners end up coordinating the biggest financial transaction of their lives on their own — and paying dearly for the inevitable inefficiencies.

Life Doesn’t Wait

Preparing your business for a sale is not optional. It’s the only way to avoid expensive mistakes and limited choices. Read more.

The Wealth Gap: The Real Number Business Owners Overlook Before Selling

Understanding the wealth gap, the risks of ignoring it, and how to close it before it’s too late will help you avoid post-exit regrets.

Why Your Business Has No Value Without Transferability

A transferable business has leadership, systems, contracts, and customer relationships that don’t depend on the founder.

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Why Most Business Owners Regret Selling Their Business (And How to Avoid It)

The regret that owners so commonly feel after selling and transitioning out of their business stems from these key factors.

The Inheritance Is Coming—Now What?

Read how future inheritors can prepare emotionally, strategically, and confidently

for the Great Wealth Transfer.

The Widow's Guide to Money, Grief, and Starting Over

What a widow needs to know about taking over the financial reins after losing a loved one.

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She Inherited the Fortune... and the Confusion

Read how women are navigating inherited wealth, identity, and ownership in the era of the Great Wealth Transfer.

The Hidden Costs of Breadwinning: What Female High Earners Aren’t Talking About

High-earning women are doing it all. And it’s costing them. Not just in money, but in mental bandwidth, relationships, identity, and health.

Money Dates, Prenups, and Power: How Couples Can Build Financial Intimacy

Learn how couples can build financial intimacy with money dates, prenups and distribution of power.

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How an Executive Used RSUs and Company Stock Planning to Retire 5 Years Early

Read how an executive used RSUs and company stock planning to retire 5 years early.

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From Divorce to Financial Security: A Comprehensive Planning Journey

Read how a successful entrepreneur navigated divorce and maintained financial stability for herself and children while addressing her goals and retirement.

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The Legacy Builder: Maximizing Business Value for a Strategic Exit

Read a case study about an owner who wanted to build legacy and how he maximized his business value for a strategic exit.

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