by Brett Wilder | Jun 5, 2022 | Business Planning, Family Business Planning, Wealth Management
Many family business owners run a “business” that’s thriving, but which will die when they’re no longer there to nurture it. Do you own a valuable family business or a worthless job? There are eight drivers for building a valuable family business. One of the drivers...
by Brett Wilder | Jun 1, 2022 | Business Exit, Business Planning, Business Succession, Family Business Planning, Financial Planning, Personal Finance, Wealth Management
Many family business owners fail to properly plan how to best grow and transition their business for maximum value and harmonious continuity. First Generation family business owners are especially vulnerable because the family successor component of their business...
by Brett Wilder | Apr 3, 2022 | Business Planning, Business Succession, Family Business Planning, Personal Freedom, Wealth Management
Family Member Entitlement Attitudes Can Threaten Owner Freedom to Enjoy Life Self-made, first-generation family business owners can experience frustration and disappointment when their children or grandchildren don’t appreciate all of the sacrifice, effort, energy,...
by Brett Wilder | Feb 19, 2022 | Business Succession, Family Business Planning, Personal Freedom, Wealth Management
As a Family Business Owner, Do You Know What is Your Freedom Point? As a family business owner, I reached a point whereby the majority of my net worth had ballooned to be centered in my business ownership. My equity concentration in the business potentially risked my...
by Brett Wilder | Feb 16, 2022 | Business Planning, Family Business Planning, Wealth Management
Increasing family business value: As a family business owner, make it your goal is to build a more valuable business in 2022. Here are some proven strategies to consider : Stop chasing revenue. A bigger business is not necessarily a more valuable one if the extra...
by Brett Wilder | Dec 30, 2021 | Business Planning, Family Business Planning, Wealth Management
Family businesses need harmony to thrive. What I really value most is guiding the dynamics of family business owners with their families. It’s extremely gratifying helping them ensure that their financial status is prosperous, and that their family psychological...
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