In the complex world of financial services, collaboration often leads to innovative solutions that benefit clients across the board. One such collaboration that holds immense potential is the partnership between corporate finance advisors and wealth managers. Having worked for 15 years in the wealth management industry and now being heavily involved in helping business owners …
In the intricate dance of decision-making, our perceptions shape the reality we navigate. One powerful tool in this cognitive toolkit is framing—the art of presenting and interpreting information. Whether seeking personal fulfilment or navigating the complexities of exit planning in the corporate world, understanding and applying various framing techniques can be a game-changer. In this …
Mastering the Art of Framing: A Holistic Approach to Personal Growth and Exit Planning Read More »
Introduction Being able to capitalise fully on the wealth generated by the sale of a business means effectively managing the succession planning both during the sale and once it is completed. The sort of considerations which occur after disposal can be more intricate, especially when comes to considering the potential liquidity of the seller’s estate. …
As a parent and business owner, you’ve poured your heart and soul into building a successful enterprise. Now, as you contemplate the next chapter of your journey, a family buyout presents a unique opportunity to transition ownership of your business to the next generation while securing its legacy for years to come. Business owners choose …
Passing the Torch: A Parent’s Guide to Family Buyouts for Succession Planning Read More »
