Thinking of Selling Your Business?
Selling your business can be mentally as well as a physically exhausting process.
When the sale ends, the next phase begins. ARE YOU READY?
These 7 Steps can help you begin the next phase of your life...
Virtual Financial Planning for Business Owners and their Families
Striving to help business owners and their families around the country Simplify their financial Lives.
We aim to help you increase your cash flow, lower your taxes and improve your financial life by implementing process, automation, efficiency, and discipline.
COLIN EXELBY HAS BEEN FEATURED IN:
"I have found that the more successful business owners become, the more their personal finances take a back seat toward managing the business. It becomes really hard to keep juggling all your roles and properly manage your personal financial situation. That is where an experienced financial advisor can add value." - Colin B. Exelby, President
Colin Exelby, CFP® joined Parker Stevenson on the Podcast, The Bottom Line by Evolved Finance Episode 72. Parker and Colin spoke about money management for business owners, investments, cash flow, 5 Pivots to Make Now, and the Economy on March 30, 2020. Check it out by clicking here.
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2015, 2016, 2017, 2018, 2019, 2020 & 2021 Award Winner*
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015, 2016, 2017, 2018, 2019, 2020 and 2021 Five Star Wealth Managers.
