I sold 200+ businesses. Here's what nobody tells you about family buy-in.

I just watched a $20M deal almost collapse because of one conversation. With a spouse who asked: "What happens to the kids' college funds if this falls through?"

That question revealed the real problem.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/i-sold-200-businesses-heres-what-nobody-tells-you-about-family-buy-in

Why Most Everyone says cash is safe. Here's why that's costing investors $trillions

I've watched $6 trillion sit on the sidelines while the market climbed. Business owners keep asking me: "Should I wait for the crash before investing?"

Here's the math that changed my mind about "safe" cash:

→ $1M in savings at 4.5% = $45K...

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-everyone-says-cash-is-safe-heres-why-thats-costing-investors-trillions

Your Company Has a Plan. Do You?

Every founder I work with has a pitch deck, a roadmap, and a cap table. Almost none of them have a personal planning timeline that matches their company's stage.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/your-company-has-a-plan-do-you

Here's what the AI revolution actually means for your business value

My client sold for 8.2x revenue.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/heres-what-the-ai-revolution-actually-means-for-your-business-value

5 Things $10M+ Business Owners Get Wrong About AI Adoption

5 things $10M+ business owners get wrong about AI adoption, and the framework I use with my clients to get it right.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/5-things-10m-business-owners-get-wrong-about-ai-adoption

A client came to me with $4M and one question: Why am I losing money?

The $4 Million Reality Check

John walked into my office with the confidence of a man who'd just sold his HVAC company for $4 million. After 22 years of 6 AM service calls and weekend emergencies, he thought he'd finally made it.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/a-client-came-to-me-with-4m-and-one-question-why-am-i-losing-money

Why Most Everyone says 83(b) elections don't matter. Here's why that costs founders $500K+ at exit

The 30-Day Mistake That Can Cost Founders Half a Million Dollars

Here's what happened to a client of mine last month. Sarah started her SaaS company two years ago, got founder equity, and never made the 83(b) election.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-everyone-says-83b-elections-dont-matter-heres-why-that-costs-founders-5

Stop Waiting to Plan Your Exit. Do This 5 Years in Advance.

As a seasoned wealth advisor, I've often seen business owners wait too long to start planning their exit strategy. But the most successful ones start planning at least five years in advance.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/exit-planning/?utm_source=blog&utm_medium=organic&utm_campaign=organic

Everyone is talking about estate tax solutions. Here's what it means for your wealth

The estate tax rules just changed. They changed permanently.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/everyone-is-talking-about-estate-tax-solutions-heres-what-it-means-for-your-weal

Why Most Business Owners Fire Their Financial Advisor Within 3 Years

The Relationship Looks Fine on Paper. You did everything right.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-business-owners-fire-their-financial-advisor-within-3-years