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

6 Numbers Every Business Owner Needs Before Selling

You Know Your Revenue. You Know Your Profit.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/5-signs-youve-already-waited-too-long-to-plan-your-exit

5 Signs You've Already Waited Too Long to Plan Your Exit

I'm going to be direct with you because nobody else will. If you're reading this and you haven't started planning your exit, you're already behind.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://www.pnwadvisory.com

Your Wealth Advisor Doesn't Understand Your Business. That Should Terrify You.

Your Wealth Advisor Doesn't Understand Your Business. That Should Terrify You.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://www.pnwadvisory.com

The 6 Numbers That Determine What Your Business Is Actually Worth

I’m Douglas Greenberg, a financial advisor at Pinnacle Wealth Advisory, and today I want to discuss a critical aspect of exit planning that often goes overlooked by business owners: understanding what your business is truly worth. Many entrepreneurs can recite their annual revenues and profit margins by heart, but few actually comprehend the real...

#WealthManagement #ExitPlanning #FinancialAdvisor
https://www.pnwadvisory.com

Don't Sign That LOI Until You Read This

Understanding the Implications of a Letter of Intent
As a business owner, you've invested countless hours and resources into your company. You made sacrifices and faced challenges to build it from the ground up.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://www.pnwadvisory.com