Dalton — I recently had the opportunity to spend a few days in tropical and exotic Cleveland, Ohio. A small group of other Certified Exit Planning Advisors and myself met to discuss our work with businesses—growing them, turning them around, managing operational and team inefficiencies, and more. I started doing this sort of work, first for my own company, more than a decade ago. Since then I’ve been helping our business-owning clients with these tasks and also using this information for identifying sound investments. Most folks who would be interested in my continuing education in the world of business growth acceleration would be CEOs, COOs and owners. But it’s not just a business conversation, it’s an investment conversation.
Insights & Advice
Join us for Open Office Hours in Dalton and Great Barrington
Stop in for free, judgement-free financial advice! Financial Advisors Holly Simeone, CES™ and Lauren Russo, CEPA, FPQP™, CVB, together with Paraplanner Angela Elzner, FPQP™, invite you to invest in your financial health by joining them during Open Office...
All are Welcome: Financial Advising Open Office Hours Spring/Summer 2023
According to a recent survey by Unbiased, only 33% of American adults feel confident about their finances. And nearly half of those surveyed said they felt too intimidated to seek financial advice, even if they knew they needed...
Reflecting on 2022 at Berkshire Money Management
by Allen Harris
To Our Family of Clients, Last year felt like it would never end. It wasn’t as bad as 2020, but we still felt the weight of the COVID-19 pandemic. In contrast, 2022 felt like a blur. This was...