Money Talks: The Inheritance Trap

Posted by Cale Dowell on June 30, 2020

Do you plan to leave an inheritance to your kids?

A 2015 report by US News found that Baby Boomers control 70% of all of the disposable income in the United States, which is leading to the largest transference of wealth in human history over the next 30 years.[1]

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Generational Wisdom: A Father's Blessing

Posted by Sarah Bradley on June 19, 2020

I have the privilege of interviewing families to capture their money story, a blessing to their children, and the legacy of values they wish to pass down to the next generation. While I love every part of this process, I am particularly fond of the blessing portion...

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Selling your business: How are current valuations?

Posted by Jeff Thomas on June 18, 2020

Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share how valuations are higher than they have ever been.

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Business Planning: Getting the Best Business Valuation

Posted by Jeff Thomas on June 15, 2020

Valuation matters, but is it only the bigger companies that get the big valuations? Can some of the smaller companies also get some of those decent-sized deals?

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Selling your business: Trade-off between a great culture/best price?

Posted by Jeff Thomas on June 12, 2020

The reality is, if you don't plan your exit well or have a good team put together to execute the strategy, then you do have to make some trade-offs.

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How has COVID-19 impacted the M&A market?

Posted by Jeff Thomas on June 11, 2020

Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share how the current economic environment is impacting both business owners looking to transition and third-party buyers.

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May 2020 Market Commentary

Posted by Jeff Thomas on June 2, 2020
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Who Does Your Financial Advisor Really Represent?

Posted by Jeff Thomas on June 1, 2020

In my recent blog entitled “The Three Mega-Trends in the Wealth Management Business”, I made the case that three important things need to happen in this industry:

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