Insights
Planning Insights

October 21, 2024
Exiting Strong Chapter 4: Keep it Clean – Maintaining Legal and Ethical Selling

October 10, 2024
Exiting Strong Chapter 3 – Strategize to Maximize: Boosting Your Bucks

September 4, 2024
Chapter 2: Valuating Your Business – Exiting Strong: The Business Owner’s Guide to Selling

August 9, 2024
Begin With the End in Mind – Why Exit Planning is Crucial for Your Business

August 9, 2024
Exiting Strong – The Business Owner’s Guide to Selling (Introduction)

August 9, 2024
Scam Alert – Protecting Your Data and Wealth Online

July 10, 2024
The Wealth Report – Are Your Professionals Exceptional?

June 19, 2024
Sure and Insured: Too Much, Too Little, or Just Right?

June 4, 2024
The Wealth Report – Is Your Estate Plan Outdated?

June 4, 2024
Dinner Table Battles – Solving Battles in the Family Business

May 23, 2024
Silver Spoon Syndrome

April 16, 2024
Corporate Transparency Act

April 9, 2024
When to Update an Estate Plan?

March 26, 2024
Preparing to Sell a Business

March 8, 2024
Tax Avoidance: Mitigating Taxes for a Sold Business

February 29, 2024
Financial Fortresses: Squashing Asset Risk

February 23, 2024
Jackpot – What to Do With Sudden Wealth?

February 9, 2024
Selling The Business: Two Types of Buyers

January 25, 2024
TCJA 2017

January 19, 2024
Inherited Wealth
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Sebold Capital’s website may contain a discussion of, and/or provide access to, Sebold Capital’s positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized investment management advice from Sebold Capital Management.