Four Critical Decisions Every Business Owner Should Make Five Years Before Selling Their Business
Four Critical Decisions Every Business Owner Should Make Five Years Before Selling Their Business

For many successful entrepreneurs, selling a business represents the largest financial transaction of their lifetime. Years—often decades—of sacrifice, strategic decisions, and calculated risks culminate in a single liquidity event that can fundamentally change a family's financial future.

Yet surprisingly, many business owners spend more time preparing their business for next quarter than preparing for the eventual sale of their life's work.

If your business is worth several million dollars or more, the decisions you make during the five years leading up to a sale can dramatically influence your after-tax proceeds, your family's longterm wealth, and the legacy you leave behind.

Here are four essential considerations every business owner should address well before entering negotiations. Read the FULL ARTICLE!

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Paul Sheltonbusiness owners, Succession planning, estate planning, selling a business, enterprise value
Family Governance: The Missing Piece in Preserving Multi-Generational Wealth
Family Governance: The Missing Piece in Preserving Multi-Generational Wealth

For many affluent families, building wealth requires decades of disciplined investing, entrepreneurial risk-taking, and thoughtful decision-making. Yet history consistently demonstrates that preserving wealth across multiple generations is often far more challenging than creating it.

Research has long shown that a significant percentage of family wealth is lost by the third generation. While investment performance and tax planning certainly influence long-term outcomes, they are rarely the primary reasons families fail to preserve their legacy. More often, wealth is diminished because families never establish a framework for making decisions together.

This framework is commonly known as family governance.

Read Family Governance: The Missing Piece in Preserving Multi-Generational Wealth for four essential practices every ultra-high-net-worth family should consider.

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Paul SheltonEconomics, ultra high net worth, affluent families, wealth preservation, wealth management, wealth transfer
Why So Many Wealthy Families Fail to Preserve Multi-Generational Wealth
Why So Many Wealthy Families Fail to Preserve Multi-Generational Wealth

The creation of significant wealth often represents decades of entrepreneurial vision, disciplined investing, prudent risk-taking, and personal sacrifice. Yet history demonstrates that creating wealth and preserving wealth are fundamentally different endeavors. Read Why So Many Wealthy Families Fail to Preserve Multi-Generational Wealth for 5 areas to focus on to prevent the loss of family wealth.

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Paul Shelton
The Federal Reserve vs The Market
The Federal Reserve vs The Market

Which came first, the chicken or the egg? This question may never be answered but there are economic themes that strike a similar parallel. Especially, with the current stance of the Federal Reserve and the market volatility that we are experiencing. Read The Federal Reserve and The Market for a deeper insight on the state of the current investment landscape.

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Paul SheltonWarwick Shore AdvisorsEconomics, Stock market, Market Volatility, Investing