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

Habib Saikali, CFA®, CPA®, CMA®January 7, 2021, , 0 comments
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

Richard Kluska, CIM®January 6, 2021, , , 0 comments
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 […]...