Subscribe to our free newsletter:

April 22nd, 2011 posted by David Finkel ( Advisor)

Earlier today I was reflecting on two client conversations I had with clients who were in the process of raising money. I spent about 40 minutes on the phone with one of our clients who is raising $800,000 for a business start-up and I’ve traded several emails with another client who is raising $5 million []

April 20th, 2011 posted by David Finkel ( Advisor)

Here are 4 specific suggestions to create and execute on your exit strategy for your business. Tip One: Clarify your exit UP FRONT so that you build your business with the end in mind. There are four main exit strategies for business owners:  sell… scale… own passively… or pass the business on to your heirs []

April 14th, 2011 posted by David Finkel ( Advisor)

Have you ever thought about the most expensive mistake that most business owners make? If you had to, what would you say that is? I was thinking about that very thing today and wanted to share my answer with you. I think the biggest mistake that most business owners make when they work to build []

April 8th, 2011 posted by Amanda Han CPA ( Tax Strategist)

Did you know that more new small businesses have started in recent years as it had in the past 14 years? If you are someone who has been looking to start your own business to earn more money, achieve financial stability, and to control your own schedule, then you are in for a treat. As []

April 7th, 2011 posted by David Finkel ( Advisor)

Ever worked to put together a win-win business partnership or joint venture? I did a Q & A call with our consulting clients yesterday and this topic came up (in the context of a JV with various health clubs as a sales partner in a long term JV.) So today I wanted to share with []

April 4th, 2011 posted by David Finkel ( Advisor)

Thanks for all the positive feedback on the recent posts. I guess it really struck a nerve with a lot of you. I decided  to come back to that same topic and share 7 more  important tips on building wealth independent of your business: Risk comes from not knowing what you’re doing, so pay the []