Why Most Earn-Out Exit Strategy: Why 35 Years Taught Me These Deals Are Your Best Friend

Here's what 35 years taught me about earn-outs: they're not deal killers anymore--they're wealth protectors. Earn-outs rose to 40% of mid-market deals in 2025.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-earn-out-exit-strategy-why-35-years-taught-me-these-deals-are-your-best

Business Valuation: Stop Confusing Busy Companies With Valuable Ones

The difference between a $2M exit and a $8M exit isn't revenue. I see this every week with Austin business owners.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/business-valuation-stop-confusing-busy-companies-with-valuable-ones

Why Most Business Exit Planning Lessons: What I Learned Watching Owners Lose Millions

After 35 years in wealth advisory, the #1 lesson is this: the most expensive mistakes happen when business owners think they can navigate their exit alone. One year ago, I watched three different business owners make decisions that cost them...

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-business-exit-planning-lessons-what-i-learned-watching-owners-lose-mill

April 2 Auto Tariffs: What Business Owners Need to Know Before Their Next Deal

Here's what the April 2 auto tariffs actually mean for your business value:

J. Morgan projects auto prices could rise up to 11.4% under the new 25% tariff.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/april-2-auto-tariffs-what-business-owners-need-to-know-before-their-next-deal

5 Things $10M+ Business Owners Get Wrong About Private Equity in 401(k)s

45% of employees want private equity in their 401(k)s. But I'm seeing $10M+ business owners make the same 5 costly mistakes when they add these options.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/5-things-10m-business-owners-get-wrong-about-private-equity-in-401ks

A client came to me with $12M and one question: Am I ready?

A client came to me with $12M and one question: "Am I ready to sell?"

I've heard this 32+ years. But here's what most business owners don't realize, the question itself is the problem.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/a-client-came-to-me-with-12m-and-one-question-am-i-ready

Why Most Everyone Says Max Out Your 401k. Here's Why That's Costing Business Owners $500,000+

Everyone says "max out your 401k" to business owners. Here's the math that should terrify you.

#WealthManagement #ExitPlanning #FinancialAdvisor
https://pnwadvisory.com/insights/why-most-everyone-says-max-out-your-401k-heres-why-thats-costing-business-owners

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