Navigating family financial expectations can often feel like walking a tightrope — wobbly and awkward, with everyone eyeing your savings as their safety net. We’ve all been there — the awkward chat with an uncle about his child’s college…
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A simple Google search for an estate planning attorney can return millions of results. The idea of sorting through all of these search results can seem daunting. Furthermore, choosing the wrong attorney can cause significant,…
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As a successful business owner in Colorado, you’ve worked tirelessly to build your enterprise and secure your financial future. However, with great success comes great responsibility – especially when it comes to managing your tax…
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Charitable giving is more than a generous act — it’s an opportunity that allows givers to make a difference while making smart financial decisions. Many philanthropic high-income earners and retirees feel driven by a desire…
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WHAT IS FINANCIAL PLANNING FOR BUSINESS OWNERS? Financial planning is the process of creating a comprehensive plan to fund your current and future needs. Financial planning for business owners is the process of including your…
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As a business owner, the path to building wealth is often marked by unique challenges and opportunities. While there is no one-size-fits-all formula for success, there are several key strategies that can significantly enhance your…
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In the hustle and bustle of our daily lives, there are moments that slip through our fingers like grains of sand. One such moment, often overlooked, is the golden opportunity for intergenerational vacations—a moment when…
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How do you close gaps that exist when partners need different things from the business? In my previous article I went through the first three phases of business owner equity planning with multiple partners. They are:…
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Seeing business exits fail is one of the reasons we created Entrepreneur Aligned. One of the areas where we have seen failure points is when there are multiple owners of a business and their needs…
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Increasing the equity value of your business can be done in many ways. What are the fastest ways to start increasing value right now? In this article, I break down the three ways to increase…
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