Weekly insights on exit planning, wealth stewardship, and building something that lasts.
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.
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.
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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.
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