Cash Isn’t a Strategy — But It’s Not Useless Either
Cash Isn’t a Strategy — But It’s Not Useless Either There are two types of people when it comes to cash. Type 1: “Cash is trash! You’re losing money to inflation — invest everything.”Type 2: “I keep everything in cash. It’s safer that way.” Both of these are wrong — for different reasons. Cash isn’t going to […]
Selling Your Business? Here’s What Most People Don’t Prepare For
Selling Your Business? Here’s What Most People Don’t Prepare For You sold your business.The check cleared.You popped the champagne. And then… what? Most business owners spend years — even decades — preparing for the sale. They work with brokers, accountants, attorneys. They clean up books, negotiate earnouts, and run through due diligence marathons. But almost […]
How His Old Advisor’s Oversight Cost My Client $1.7 Million
STL;DR:A business owner sold his HVAC company and paid nearly $3 million in taxes — despite working with a financial advisor. With proactive planning, we could have saved him $1.7 million. If you’re even thinking about selling your business, the planning must begin 3–5 years before the sale. And not all advisors are equipped for that kind of work. I recently shared […]