The process for how to sell a business with this much value begins with learning how to tell the story of your business. There are five components to this story. To help you navigate the business sale process, you will also need a financial advisor. Pillar Wealth Management has extensive experience in helping high net … Read more
But one lesson from his article is pertinent to you, the ultra-high net worth investor looking for long term growth and security in your portfolio. Here’s your key takeaway: Though it wasn’t his article’s purpose, Dalio reveals the essential importance of using historical data dating back over 100 years when making portfolio growth projections.Why is … Read more
The 5 Must-Have Experts to Have on Your Team When Selling a Business Plus: The 8 Essential Tasks Your Team Must Perform to Ensure the Most Optimized Outcome for Your 8, 9, or 10-Figure Business Sale Selling a business is one of the best steps you can take to secure your financial future for the … Read more
How Business Owners And C-Level Executives Secure Their Wealth While it is important to work for your business and to build it up, you also need to know when the time to let it go is. In the pursuit of your financial success, you must realize that your investments are simply the stepping stones towards … Read more
High Net Worth Services Now that you’ve reached the peaks of financial success, the next step for you as a High Net Worth (HNW) Individual is to find ways to continue growing yet preserve your wealth. Creating a financial plan to attain your HNW status is just one part of the journey, it is equally … Read more
Securing YOUR Ultra-High Net Worth Portfolio And Estate It is always wise to evaluate portfolios and strategies on an ongoing basis. However, in times of change, the need is even greater. And with the Federal Reserve’s change in policy and the incoming 2017 Trump Administration, it is safe to say that ultra-high net worth families … Read more
Selling Your Business Successfully – (Part 7) Because the sale of a business is usually an emotional experience, it is best to involve a trusted adviser (wealth manager, CPA, lawyer, investment banker or consultant) who has been through this process many times before. It is difficult to make rational, logical decisions in an emotionally charged … Read more
Selling Your Business Successfully – (Parts 5&6) Sizing up your situation One of the most important things you can do as a CEO is to ensure that your exit plan is current. Your plan should examine where you are now and where you need to go to realize your financial goals. It should also identify … Read more
Selling Your Business Successfully – (Parts 3&4) We believe it would be a big mistake to sell your business on your own, assuming you have a business worth seven or eight figures. We recommend the remaining steps only be accomplished with the help of your team. Back in December 2006, we were brought in to … Read more
Selling Your Business Successfully – (Part 2) Wealth management is about making smart decisions with our wealth in order to achieve all that is important to us. We would argue that wealth in itself isn’t enough to help us achieve our goals and dreams. We must be proactive in managing taxation, investing, as well as … Read more
