FeaturedLiquidity eventsVideo
I'm selling my business in the next two years — what should I be doing right now?
The moves that have to happen before a sale, in the order they have to happen.
In production
Insights
The thinking behind the advice.
Coming this fall. Check back, or subscribe below and the first pieces will come to you.
Topic
8 pieces planned
Liquidity eventsArticle
The biggest mistakes business owners make in the year after they sell
What changes the day the money lands, and what should not change at all.
In production
Liquidity eventsArticle
How to pick an advisor after a liquidity event, including the questions that disqualify us
The questions worth asking any firm, and where our honest answer is no.
In production
Tax strategyVideo
How do wealthy families actually lower their tax bill without gimmicks?
Strategy that coordinates with your CPA rather than working around them.
In production
Alternative investmentsArticle
What are alternative investments, and who should actually own them?
Where private markets fit on top of a foundation, and who they are not for.
In production
Generational planningArticle
How do you pass down wealth without ruining your kids?
Structure, timing, and the conversation most families put off.
In production
Insurance strategyVideo
What is indexed universal life insurance, honestly?
What it does, what it costs, and where the sales pitch usually overreaches.
In production
Boats as a businessVideo
Can your boat really be a business? What owners get right and wrong
The structures that hold up, and the assumptions that do not.
In production
The Anchor
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The Anchor goes out at the end of each month: what we are watching, what we are reading, and the one question we heard most. It is the same writing that will fill the library above, and the easiest way to get the first pieces without checking back.