One Way to Think About Equity Hedging
What happens after you sell your company to a publicly traded one and, in the deal, you take stock in the acquirer? You just invested in the acquirer! The details make all the difference. Here…
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Wealth and Values
In the pursuit of financial success, our focus often gravitates toward future goals and grand visions. While having clear financial objectives is undoubtedly important, it’s equally crucial to align your finances with your core values….
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What To Do with Excess Cash in a Business
Entrepreneurs have demands on their capital and reserve requirements that most others do not. Thinking about these in concert with personal needs and requirements requires a different approach. In this article, I analyze how to…
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Business Exit: Are You Being Pushed or Pulled?
We will all exit our business someday. The question we need to answer is, “Am I being pushed to exit or pulled into it?” The distinction between the two is entirely about you as the…
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How Tax Planning Differs from Tax Compliance
If you want to be healthy, you must eat your vegetables. It is a tale as old as time. Tax compliance and brussels sprouts are alike in that way. They are necessary, but not very…
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4 Pitfalls Of Mixing Business And Personal Wealth
In the world of entrepreneurship and business ownership, it’s easy to blur the lines between your business’s financial success and your personal wealth. Many small business owners and entrepreneurs pour their hearts, souls, and resources…
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Navigating Succession as a Small Business Owner
Every business will transition to new owners at some point. No matter where you are in the life cycle of your business, having a vision for your exit and how you plan to execute it…
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Why You Need to Engage in External Business Valuations
Engaging in business valuations is paramount to your success as an entrepreneur. In this blog, we will address the four key elements that most often drive equity value. More importantly, we will focus on the…
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Ensuring Business Continuity: A Guide for Entrepreneurs
Entrepreneurs invest their lives in building and nurturing businesses, channeling passion and energy into their success. Amidst the hustle, one critical aspect often overlooked is business continuity planning. Addressing the uncomfortable question, “What happens if…
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Breaking the Silence: Why We Need to Normalize Money Conversations at Home
Money – a topic that often lingers in the background, whispered about in hushed tones, or avoided altogether. However, the benefits of normalizing money conversations within our households far outweigh the discomfort that may initially…
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