What’s Your Business Really Worth?
This would be a simple question to answer if your company was publicly traded. If you’re working in the private business world and you’ve tried to gauge whether you can…
How Second-Generation Business Owners are often Different from Founders
I’ve noticed that business owners tend to fall into two camps—first generation and later generation. Business families and their advisors who don’t take the time to understand the differing management…
Wills & Trusts: The Foundation of your Rock-solid Estate Plan
For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the here and now—health care, travel, college tuition…
7 Keys To Help Children Successfully Join Family Businesses
You have worked very hard to build a successful business. The dream has been to have children join you and continue the legacy that the founder started. But, before you…
5 Smart Ways to Build a Moat Around Your Wealth
Have you taken steps to protect the assets you have worked so hard to build? Chances are, you know someone who has been sued. Maybe that someone is you. The…
Dave Hunt Earns Certified Business Exit Consultant Designation
As seen in the Daily Reflector, Milestone Wealth has announced that Dave Hunt recently earned the Certified Business Exit Consultant Designation from Pinnacle Equity Solutions and the International Exit Planning Association (IEPA).The…
True Wealth Management for the Business Owner
Managing your investments is just the tip of the iceberg Key Takeaways True wealth management entails much more than just investment consulting. Is your advisor coordinating a team of…
Unlock the Capital Within Your Business
How to live the life you always wanted and ensure that your business provides the income you need for your post-exit retirement lifestyle Key Takeaways What if your business is…
The Four Boxes of Financial Independence
And you thought your business was enough to get you to retirement? Key Takeaways: Your business won’t get you to retirement by itself. Your business lives in several value…
The Road to Longevity: Living to 120—and Beyond?
Medical technology can now identify risk factors in the human body long before they impact your health A medical revolution is underway—one that’s making it possible for us to extend…
