IP360° Podcast, Ep 6: Exit Strategies20210302174036
IP360° Podcast, Ep 6: Exit Strategies
At some point, every business owner has to exit, and there are both financial and emotional impacts with that decision. CEO Richard Kluska talks about the first tenements of a successful exit....
7 Questions to ask an accountant at your first meeting20210107074000
7 Questions to ask an accountant at your first meeting
End of year is upon us, and it’s time for the dreaded, often onerous accountant meetings. It’s a time when we’re reminded of the importance of our financial advisors, especially our accountants. If you’ve already established a relationship with an accountant, you may want to ask yourself, when was the last time I assessed if […]...
Checklist: 10 things a Family Office should include20210106091400
Checklist: 10 things a Family Office should include
The term ‘family office’ gets used a lot these days. Much like the term ‘cappuccino’, it’s not always used to genuinely describe what’s being sold. Unlike a bad cappuccino, though, there’s a lot more serious downside in choosing a wealth management firm that inaccurately represents itself as a true family office. A family office, in […]...