December 19, 2019 in Articles & Newsletters | by Chris Pate

THIRD QUARTER 2019

In this day and age, the world does not lack for sensational headlines. Even in The Wall Street Journal or Financial Times, headlines in 2019 read like something out of the National Enquirer. Stories of salaciousness, intrigue and flat-out zaniness are a daily occurrence. Interesting recent... Read More

September 23, 2019 in Entrepreneurship | by Scott Wood

My Company Sold For $20 Million, Now What?

Congratulations, you’ve sold your business for $20 million. However, once the sale is completed, you may find yourself with closer to $15 million after taxes and fees. This comes as a surprise to most first-time sellers, since it’s hard to anticipate how quickly taxes and costs add up. Read More

September 19, 2019 in Articles & Newsletters | by Chris Pate

SECOND QUARTER 2019

Every era brings certain trends and for the last quarter century society has been inundated with rankings and lists as the internet has grown and attention spans have shrunk. This fad first got legs at the end of the 1990s as people raced to quantify the unquantifiable “best of” everything from the... Read More

August 29, 2019 in Investment Commentaries | by Scott Wood

Planning for a Risk Resistant Retirement

Keeping your retirement on autopilot may be easy, but it’s not going to maximize your wealth. If your goal for retirement is preserving your current lifestyle, a poorly optimized plan may push back your retirement date by years. Read More

August 20, 2019 in Entrepreneurship | by Scott Wood

Selling Your Business: From Beginning to End

The economy is currently a perfect storm for entrepreneurs who are considering selling their business. Company valuations are higher than historic averages because so much money has flowed into private equity as an asset class. However, selling a business is far more complicated than most owners... Read More
   

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