FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
There are 168 hours in a week and how you choose to spend that time determines your happiness and success in life.
Planning your liquidity event and eventual exit from your business involves many elements. What typically gets lost in this process is what we call the "Interprise".
The Interprise consists of your values, family, and your legacy, which are the most critical components for most people.
We help you create an exit strategy that is in alignment with all of the things you value in life.