Blog by Christian Ortez, AIF®, CEPA®, CPFA®

Exit planning is crucial for business owners who want to ensure a smooth transition when they decide to leave their business. It's not just about selling the company; it's about preparing the business, the owner, and all stakeholders for that transition. In this article, we'll explore business exit ...

As the head of a wealth advisory firm working with successful business owners on a daily basis, I see a recurring pattern: an unrelenting focus on company growth that often eclipses personal well-being. This intense dedication is understandable. Your business is your brainchild, a culmination of cou...