Selling a business takes planning and execution

Selling a business can be a daunting task. For many entrepreneurs, it represents years of hard work and dedication. With planning and execution, selling a business can secure a legacy and offer the owner a significant financial benefit. Whether it’s because of retirement, shifts in the market, personal circumstances, financial constraints or the pursuit of […]

Advisors play crucial roles in business success

In today’s competitive landscape, running a business is no easy feat — even in Colorado. According to a recent article in Forbes magazine, Colorado ranked as the second-best state in which to start a business. From developing a business plan to navigating legal requirements and managing finances, there are many complex tasks involved in starting […]

In a changing real estate market, rely on advisors

It’s no secret. Here in the Grand Valley and around the United States, the real estate market has remained strong over the past two years. But the market also comes with challenges.  Buying and selling a home is already a complex and emotional transaction. Add to that the COVID-19 pandemic, and things got even wilder. […]