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Matt Cohen Of Synesis Advisors Gives Tips On Preparing For A Business Sale, Building A Team For The Sale, When To Walk Away & Even Things One Should Consider After A Sale

In an invaluable session for entrepreneurs and business owners, Matt Cohen, the renowned strategist from Synesis Advisors, has distilled years of experience into essential advice on preparing for a business sale. Recognizing the complexities and emotional weight of selling a business, the guidance covers the full spectrum—from initial preparation to post-sale considerations—empowering owners with the […]

Dan Brooks, with Xexis Private Wealth, Interviewed Influential Entrepreneurs Podcast Discussing Things Advisors Don’t Explain That Could Negatively Impact Retirement

Dan Brooks discusses navigating the hidden risks in retirement planning.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-things-your-current-advisors-havent-explained-that-could-negatively-impact-your-retirement/  Financial advisors may unintentionally neglect to fully explain certain aspects of retirement planning, not necessarily out of malice but due to a lack of expertise or restrictions from their firms. In a podcast episode, […]

Bob Chitrathorn, CFO And Vice President With Simplified Wealth Management, Discusses Strategies To Employ To Help Clients Define Financial Priorities And Objectives

To empower individuals with the tools they need to preserve their financial future, Bob Chitrathorn, a valued professional in personalized financial planning services, today announced a competitive approach designed to assist clients in defining their financial priorities and objectives with greater clarity and precision. With years of experience in navigating the complexities of the financial […]

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