Just like meticulously crafting a business plan to guide the company’s growth, it is essential to approach post-sale planning with the same level of intentionality and forethought. While the sale of a successful business represents a monumental personal and financial milestone for an entrepreneur, it also ushers in a new set of financial planning challenges to optimize and protect that newfound wealth.
From his humble beginnings in Ellsberg, Kentucky, to his transformative experiences in the U.S. Air Force and beyond, Bob Higgins, President and CEO of Barge Design Solutions, shares valuable insights into leadership, resilience, and continuous learning.
As the baton is passed from Boomers to Gen X and Millennials, a notable “age wave” is set to facilitate the transfer of businesses through exits and other transitions. And once again, these unique generations will have needs that differ from others.
This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. In our latest episode of Onward, partners and advisors across NewEdge Wealth share stories about the importance of finding your financial quarterback and the significant role they play.
This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. In our latest episode of Onward, Alain Toto, Managing Director at Waterfall Asset Management, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, to discuss the role private equity firms can play in a transaction and how business owners should be prepared.
A groundbreaking 2018 study published in the Harvard Business Review revealed that the average age of high-tech founders are in their early forties when establishing their companies. If successful in their ventures, it’s inevitable that the deals will come knocking, but are these founders ready to make an exit?
Rich Ina, Partner at NewEdge Wealth, sits down with Bob McCann, Co-Chairman of NewEdge Capital Group. Mr. McCann spent the first 26 years of his career at Merrill Lynch, beginning as a trader and rising through the ranks to lead one of the world’s largest wealth management businesses as Vice Chairman and President of Global Wealth Management.
Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, recently joined Brett Amron and Jeff Bast on BAST AMRON’s The Practice podcast. He discusses his work with ultra high net worth families and #entrepreneurs as well as the many factors owners need to consider separately and apart from their companies.
Karen Glassman, Managing Director at NewEdge Wealth, joins Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, as he sits down with John Stewart, Co-Founder of Creo Valo, in our latest episode of “ONWARD.”
Robin Petty, Managing Director and Head of Wealth Strategy at NewEdge Wealth sits down with Doug Knight, Chief Executive Officer at WorldTEK Travel Management, in our latest episode of “ONWARD.”