Articles
Selling Your Business and Paying As Little in Tax As Possible
Looking to sell your business? Learn about smart tax planning strategies that can help you keep more of what you’ve earned.
Should I Buy a Plane?
Thinking about buying a private plane? For some, it’s a smart move. For others, it’s a costly lifestyle shift. Here’s what to consider before you take off.
Navigating Sudden Liquidity As an Entrepreneur
Jeff and Zach walk through how entrepreneurs can navigate the aftermath of a major liquidity event, because smart decisions after the exit matter just as much as the ones that got you there.
Balanced Investment Strategies for HENRYs
Are you a high earner but not sure where to put your money? This article breaks down how HENRYs can balance enjoying their income now with building serious wealth for the future. Stop leaving money on the table!
Trying to Sell a Business? Learn How We Helped One Owner Find Success
Selling a business isn’t just a financial decision—it’s a turning point. Whether you built it from the ground up or took it to new heights,
Speculating vs. Investing: Understanding the Key Differences
By Jimmy Mortimer and Zach Whitchurch “The world is not driven by greed, it is driven by envy. The fact that everybody is five times