2014 - Page 4 of 5 - Strategic Wealth Partners

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Why Fire Trucks Always back In

May 27, 2014

Have you ever noticed that fire trucks always back into the fire hall? Why don’t they just pull into ... Read More

No Regrets for These Former Owners

May 21, 2014

For the past several issues of this newsletter, we’ve talked at length about why and how to do the ... Read More

Exit Planning Pays Long-Term Dividends

May 7, 2014

When we talk to business owners about the value of Exit Planning, we are talking about orchestrating a business exit ... Read More

8 Ways to Know if you Have a Job or Own a Business

April 25, 2014

The ultimate test of your business can be found in a simple question: would someone want to buy your company? ... Read More

The Necessary Beast: Due Diligence

April 23, 2014

No experienced buyer purchases a company without first learning everything there is to know about it. That learning process is ... Read More

Using An Intermediary In A Third Party Sale

April 2, 2014

So what if you’ve never sold a business before? Who better to lead the sale process than the guy ... Read More

5 “Strategic” Ways to Sell Your Company

March 26, 2014

Did you see the news that Facebook has recently acquired Internet messaging service WhatsApp for $19 billion? It represents the largest-ever ... Read More

Stepping Away From the Store

March 19, 2014

As advisors, we often hear from business owners some variation of the following comments: “I think it is time to ... Read More

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Read the Latest from Our Financial Experts

Realistically, the market is having a fight between those who are thinking the Santa Rally has started and those who are worried about an overbought market concentrated in a few megacap tech stocks. I can see that in my own market measures. My short-term, volatile…
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Q3 2023 Performance Report

November 2, 2023

Early this year, I agreed with Stanley Druckenmiller that this was an incredibly difficult year to manage, given all the crosscurrents. My answer to that was to just concentrate in traditional safe havens. Until recently, that’s turned out to be a terrible idea. In general, I…
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Again

October 23, 2023

Last week saw the S&P 500 drop 2.4%. That’s not the end of the world but neither is it great. For better or worse, this week’s blog is going to look pretty similar to what I said at the beginning of last week, as the basic…
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Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook

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Exceptional Wealth: Clear Strategies To Protect And Grow Your Net Worth