Weekly insights on exit planning, wealth stewardship, and building something that lasts.
When you think about your money, what do you feel? Why so many people who have done everything right still carry a constant hum of worry, and a better question to ask.
Most of David's net worth ended up in a single stock after the acquisition. Why selling feels like betrayal, and three ways to unwind a concentrated position.
Mark sold after 25 years. Three months later he called and said he did not feel free. The chapter nobody plans for, and the question worth asking before the wire hits.
People seek significance. Not always consciously, but it's there. And one of the things people really fear when they retire or leave a business is losing it.
Brian Smith tried to quit. Multiple times. He literally could not go out of business. Every time he was ready to walk away from UGG, the phone would ring.
Your financial plan should be specific to your family. There are five key decisions you've got to make to transform your wealth to significance. Let me tell you about Ken.
I've seen families torn apart by succession. I've also seen it done beautifully. The difference almost always comes down to one thing: did the next generation earn their seat?
There was a bakery near our office in Fort Worth. Best cookies in town. Packed every day. Then the owner just closed. She had something incredibly valuable, and she walked away from it.
A business gets valued the same way a home does. Not on what it means to you, but on how well it works for the person buying it. Three things that drive the number.
Founders pour everything into the financial side of a sale. The person in the middle gets left out. Three things to walk through before you step away.
You ever talk to someone who’s actually planted a vineyard? The thing that can be frustrating is the waiting. Your money works the exact same way.
I was 26 years old, advising families with $25 million or more, at the most prestigious private bank in the world. I left because we were managing their money but not their decisions.
Two books on building wealth that lasts. Written by the team at Decidedly Wealth Management. Enter your email and we'll send both instantly.
Get Both Books FreeAnd less than you hope. Every business owner I work with has a number in their head. Almost none of them have had it validated. Here's why that gap is dangerous.
Your son works in the business. He's been there nine years. He's never once asked you what happens when you're done. Not because he doesn't care. Because he's terrified of the answer.
Get free digital copies of both of Sanger's books — decades of wisdom on exit planning, legacy, and the five decisions that matter most.
Get Both Books Free