27 July 2021
Do you need an Estate Plan... An 11 Minute Estate Plan?
As we accumulate wealth our financial lives become increasingly complex. This often leads to more...
3 minute read
6 July 2021
Is Your Spouse Prepared to Take Over the Family Finances?
When I started in the wealth management business over 25 years ago, I called myself the “CFO’s...
4 minute read
3 August 2020
Thriving Family Principle: Simplicity Wins - Business Strategy
In 2019, Hobby Lobby was listed as #89 of America Largest Private Companies. David Green started...
3 minute read
18 June 2020
Selling Your Business: How are Current Valuations?
Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share...
2 minute read
15 June 2020
Business Planning: Getting the Best Business Valuation
Valuation matters, but is it only the bigger companies that get the big valuations? Can some of the...
1 minute read
12 June 2020
Selling Your Business: Trade-off Between a Great Culture/Best Price?
The reality is, if you don't plan your exit well or have a good team put together to execute the...
1 minute read
11 June 2020
How Has COVID-19 Impacted the M&A Market?
Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share...
1 minute read
28 February 2019
Will You Regret Selling Your Business?
When you really think about it, you realize that 100% of businesses will transition… whether it’s...
3 minute read