“I believe entrepreneurs should manage their wealth just as professionally as their business assets. Why should one type of wealth have teams of people in corporate controlling to protect it, while the other is managed through spreadsheets?” What does the future look like for family offices and financial controlling? We spoke to Franz Angermann, founder of OHM Capital, to learn more. Read the article: https://lnkd.in/gb48FrM6 #wealthplanning #successionplanning #wealthplanningwithpurpose
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As investment bankers, we pride ourselves on maximizing value and optimizing fit for business owners by staying up to date on best M&A practices. What is one piece of financial advice that you think every business owner should know before buying or selling a company? #financialliteracy #mergersandacquisitions
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Seifert Capital: Investing in real estate and small businesses to create lasting value. Join us on the journey to financial success! 🚀 #WealthBuilding #InvestmentJourney
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At #SpeaksFinancialGroup, we believe in the power of diversity. 💪🏽💼 We understand that every business is unique and requires different financial solutions. That's why we offer a range of versatile financing options tailor-made to suit businesses of every kind! 🌐 Whether you're a start-up or an established enterprise, our dedicated team is here to offer you a helping hand with financial solutions that grow with your business. 🚀💰 Dive in today and discover how SFG can support your business journey! #SFG #DiverseFinancing #BusinessSupport 🎯💼
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In the world of finance, it can be difficult to innovate while also staying in line with the business’ strict regulations. But, that doesn’t mean you can’t find new and better ways to serve your clients. Don’t feel that your hands are totally tied. Seek out ways to do your business differently from the next advisor. Make yourself stand out! #CoreCapAdvisors #CoreCapInvestments #IndependentAdvisor #Innovation #Regulation #StandOut
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Unlock financial flexibility and seize opportunities with a Business Line of Credit! 🌐💼 Get the ability to secure your business's financial future, access funds when needed, and navigate the entrepreneurial journey with confidence. 💳✨ See if a Line of Credit could be right for your business: https://lnkd.in/ebhK6GU #alternativelending #alternativefinancing #smallbusinessloans #smallbusinesslending #businessloans #smallbusinessfinance #businessfinancing #fastfinancing
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Helping business owners get ⬆ income by paying ⬇ tax through the same unique, compliant Canadian corporate wealth management structures I use to put more retained earnings from my business in my personal pocket, tax-free
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When a Business Owner is looking to exit their business, should their Wealth Advisor be the first call? If the Advisor has established the narrative that they have a team that includes Investment Bankers, CPAs, and Attorneys... that can handle transactions, then the answer should be yes! The Financial Advisor is critical because, when the exit is complete, they are the professional that typically continues on in the relationship with the owner during the next stage of their financial life.
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Definitely sound advice. These clients are in your book of business and now is the time to get in front of them about selling their business. Where do you think the AUM opportunity goes if you the advisor don't recommend a firm to help them sell their business? Not you.
When a Business Owner is looking to exit their business, should their Wealth Advisor be the first call? If the Advisor has established the narrative that they have a team that includes Investment Bankers, CPAs, and Attorneys... that can handle transactions, then the answer should be yes! The Financial Advisor is critical because, when the exit is complete, they are the professional that typically continues on in the relationship with the owner during the next stage of their financial life.
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Author, Keynote Speaker, Podcaster. Helping Financial Professionals Make More Money & Help More People
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