May
08
Essentials of Selling Your Business (and Designing Your Post-Sale Life)
You never have so much success, money, or experience that you can’t go broke. Develop a plan for post-sale success prior to the sale of your business. WorthPointe Partner Morgan H. Smith, Jr., IMBA, CFP® was invited by the Austin Dale Group to discuss the personal financial strategies to consider while selling your tech business. […]
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20
20 Ways to Increase the Value of A Business
Scott O’Brien, WorthPointe Partner and financial planner, is passionate about serving business owners and helping them coordinate their financial lives. As a result, he often networks and connects with others who support business owners. Scott recently connected with John Fincher, Certified Business Intermediary and Board Certified Broker with Corporate Investment in Austin, TX, who put […]
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