Close Your Next Deal by Considering an Owner’s Wealth Management Needs offers two simple steps to get started in building a relationship with the owner. This article originally appeared on Middle Market Growth magazine’s website June 27, 2018.
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August 23, 2022
In our first blog The 3 P’s for Financial Professionals: Passion we identified your personal, professional and lifelong goals. Now, let’s look at Perspective. The purpose behind perspective is to have a healthy understanding of the investments driving those underlying passions and recognize the risk/return elements of each asset class on your balance sheet. It’s […]
September 25, 2018
My wife and I are preparing for the arrival of our first child. We are busy researching day care options, searching for nursery furniture, and envisioning our new lives with a little one in the house. With all these tasks to complete, there is not much time for anything else. However, I would not be […]
April 21, 2020
Let’s say for a moment that you are solely responsible for investing $10,000,000 into a company – either public or private. With a big decision like that – what would you want to see from your target company? Would you want to see an income statement? A balance sheet? A governance structure with appropriate risk […]
