by Justin Maxwell | Aug 6, 2024 | General Financial
How to Assemble a World-Class Family Office Team At the level of wealth many business owners play at, it’s crucial to build a family office style team of professionals. You need a comprehensive team for each area of finance, which we call departments, rather... by Justin Maxwell | Aug 5, 2024 | General Financial
We get this question all the time: Who needs life insurance? While we can certainly come up with a robust list of people who would benefit from life insurance, we actually prefer to think of life insurance as a WANT not just a need. After all, when you know what we... by Justin Maxwell | Aug 3, 2024 | Exit Ready
What is the exit strategy of a business? As business owners, we know that planning for the future is crucial. One of the most important aspects of this planning is developing an exit strategy. So, what exactly is an exit strategy? Understanding Exit Strategy An exit... by Justin Maxwell | Aug 1, 2024 | General Financial
How to prepare for Death Day is a topic most of us avoid, but planning for it is essential. Thinking about the end allows us to live more fully in the present, knowing our loved ones will be taken care of when we’re gone. Why Consider Your “Death Day”? You... by Justin Maxwell | Jul 31, 2024 | Exit Ready
What is the best way to exit a business? This is a crucial question that many business owners ask, especially those just starting their journey. Recognizing the need for a future transition is vital because, as business owners, we know we can’t run our...
