Plan. Grow. Prosper

Not unlike a budding marriage, it is important to set expectations out clearly when beginning a business partnership, or when buying or selling that business. Noel Anderson, Vice President of Executive Benefits at Madison Brokerage, is our guest for this topic.

If you have questions about a business buy/sell agreement, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

It is vital to look at your investment portfolio on a regular basis to determine if the current investment classes are appropriate for the market and economic conditions going forward, and appropriate for your goals and risk tolerance. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic.

If you have questions about assessing the performance of your investments, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

An important part of establishing investments within a portfolio involves setting up the appropriate allocation of funds amongst those various investment classes to achieve the client's goals. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic.

If you have questions about the allocation of your investments, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

How should various asset classes - stocks, bonds, ETFs, and mutual funds - fit into your overall portfolio and goals? Part of our job here at Evergreen Wealth Solutions to is help educate our clients on these and other investment forms. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic.

If you have questions about your investments, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

Whether it be leased space, warehousing, convenience stores, brownfields, retail, or other types of commercial property, the central Pennsylvania market has it all. John Brindger, who has specialized in commercial real estate for close to 25 years, is our guest for this topic.

If you have questions about commercial real estate, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

Leadership coaching can provide vital input when planning a business exit or transition. Keith Kuzio, founder and principle of Intentional AdVennTures, LLC, is our guest for this topic.

If you would like more information about business transition planning, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

EOS - the Entrepreneurial Operating System - is a simple, proven business operating system that can help your entrepreneurial organization clarify, simplify, and achieve its vision. Bill Stratton, a Certified EOS Implementer, is our guest for this topic.

If you would like more information about how to apply EOS to your business, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

Many regulated industries, including banking, insurance, investment firms, and many others, have strict requirements for digital security and compliance. Client data and personal information must be kept secure, and data storage and retrieval methods must be comply with state and federal laws. Fred Reck, founder, CEO, and President of InnoTek Computer Consulting, Inc., is our guest for this topic.

If you have questions regarding cybersecurity for your business, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

Among the most challenging business transitions is the management buyout. Seller financing, leadership skills of the new ownership team, and legal implications can make this a high-risk business transfer, requiring careful planning. Vance Antonacci, head of Estate Planning with McNees Wallace & Nurick, LLC, is our guest for this topic.

If you have questions regarding a management buyout of your business, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

The process of transfering a family business can be very hard from an emotional perspective. There's a lot invested in the business and there can be several challenges. What's the best way to work through this process? In this episode, Ed Barone, EGW's Business Transition Advisor discusses options, challenges and offers best practices in working through the family business transfer with guest Vance Antonacci, head of Estate Planning with McNees Wallace & Nurick, LLC.

If you have questions about establishing an ESOP for your business, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com