Myths and Realities of ESG Investing
Over the past decade, one of the most fascinating and often misunderstood innovations in the...
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Setting Boundaries with Family and Money
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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How to Align Partners for Business Growth and Exit Success – Part II
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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How to Align Partners for Business Growth and Exit Success – Part I
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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Exit-Ready? 3 Rapid Steps to Maximize Your Business Value Now
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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4 Signs It’s Time to Find a New CPA
How do you know when you need to make a change with your CPA? In this article, I break down the four signs that it’s time to make a change and how to find a...
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Reel in Freedom: Leveraging Entrepreneurship to Create Time for What Matters Most
I went fishing with my father today, a Friday. He is in his late 60s and I hope I have the chance to do that dozens if not hundreds of times in the decades to...
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Retirement Can Start at Any Time
As an entrepreneur, retirement can start at any time. Retirement does not mean that we should stop working, sit on the couch and do nothing. Retirement is when we prioritize our time beyond generating more...
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Try This Exercise: The Four Spend Segments
Thousands of years ago, your ancestor sat down on an overturned log while the sun set on an increasingly chilly fall day. The day had been spent gathering nuts and storing them in a woven...
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How Do Beneficiary Designations Work?
What are beneficiary designations? A beneficiary designation is the process of naming a person or entity that will inherit an asset upon your passing. Beneficiaries can be named in estate planning documents, such as a...
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