Many business owners want to eventually cash out some or all the equity in their company. This event is often a lynchpin of their financial plan. The concept of a liquidity event may seem daunting and confusing. It’s important to understand the different types of…
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Archives for January 2023
How Simplicity Can Help You And Your Business
Let’s talk about a concept that has been on my mind a lot lately: the importance of simplicity in business. As entrepreneurs, we often get caught up in the excitement and thrill of building and growing our businesses. We pour our heart and soul…
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Rich Vs. Wealthy
“Rich is about how much you make. Wealthy is about how much you keep, how hard it works for you, and how long it lasts. Rich is a necessity for becoming wealthy, but it’s not sufficient on its own. …
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Systems And Habits
Let’s define what we mean by systems and habits. Simply put, a system is a set of steps or processes that we follow to achieve a specific goal. For example, if you’re trying to save money, you might set up a system for tracking your…
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More Than Money
When you hear the term financial advisor or financial planner, what’s the first thing that comes to your mind? If you’re like many people, you said investments. While investments certainly are a part of what a good financial planner does, real financial planning is…
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