william@portusadvisors.com

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  Charitable Giving With Brandon Davis | Charting Opportunities

  Tags: Appreciated Assets, Brandon Davis, Business Owners, Business Sale, C-Corporation, Capital Gains Tax, Charitable Giving, Charting Opportunities, Complex Assets, DAF, Donor Advised Fund, exit planning, Financial Planning, Gifting Business Interest, Grant Making, National Christian Foundation, NC financial planner, NCF, Non-Cash Assets, Philanthropy, portus wealth, Portus Wealth Advisors, Privately Held Business, Tax Deduction, Tax planning, Valuation, wealth management
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  Estate Planning For Business Owners | Charting Opportunities

  Tags: Appraisal, Asset management, Asset protection, Beneficiaries, Business appraisal, Business owner estate planning, Business structure, Business succession, Business transfer, Business Valuation, Buy-sell agreements, Charitable trusts, Charlotte, Charlotte financial planner, Charting Opportunities, Donor advised funds, Erin Patterson, Estate administration, estate planning, Estate planning attorney, Estate tax, Exit Strategy, Family business, financial advisors, Financial Planning, Financial power of attorney, Gifting, Healthcare power of attorney, Holding companies, Investment management, Irrevocable Trust, John Sanders, Key stakeholders, legacy planning, Legal documents, Lifetime exemption, NC, NC financial planner, Non-voting shares, Operating agreements, portus wealth, Portus Wealth Advisors, Powers of attorney, Probate, Reviewing estate plans, Revocable Living Trust, Shareholder agreements, Spousal Lifetime Access Trust (SLAT), Succession Planning, Tax Cuts and Jobs Act 2017, Tax law, Tax planning, Trust funding, Trusts, Updating estate plans, Wills
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  AI And Robotics For The Blue Collar Sector

  Tags: AI, Artificial Intelligence, Automation, Autonomous Technology, Blue-Collar Industries, Business Transformation, Charting Opportunities, Construction Tech, Drones, Future of Work, Innovation, Lucid Bots, ndrew Ashur, Portus Wealth Advisors, Productivity, robotics, Skilled Trades, Technology Adoption
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  Tariffs… Post-Liberation Day Reflections and Portfolio Positioning

  Tags: China trade, earnings forecast, economic impact, geopolitics, international trade, investing, Market Volatility, protectionism, recession risk, risk management, stock market, Tariffs, Trade Policy, trade war, US Economy
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  Managing Stress As A Business Owner | Charting Opportunities

  Tags: Aging, Biohacking, Blue Zones, Breathwork, Cancer, Cardiovascular Disease, Charlotte financial planner, Charting Opportunities, Chronic Disease, Community, Corporate Wellness, Cortisol, Diabetes, Dr. Jorge, Employee Engagement, Employee Wellness, Executive Health, Exercise, functional medicine, Health is Wealth, Health Optimization, Health Span, Health Tips., Healthcare, Heart Health, Hormones, Inflammation, Integrative Medicine, Isolation, Life Span, Lifestyle Medicine, Loneliness, Longevity, Medical Advice, Medical Testing, Meditation, Men's Health, Mental Health, Mindset, NC financial planner, Neurodegenerative Disease, Nutrition, Peak Performance, Peptides, portus wealth, Portus Wealth Advisors, Preventative Medicine, Recovery, Sleep, Social Connection, Stem Cells, Stress Management, Wellbeing, Wellness, Women's Health, work-life balance, Workplace Stress
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  Selling Your Business to Private Equity | Charting Opportunities

  Tags: business acquisitions, business advice, Business Exit Planning, Business Interview, Business Valuation, Charlotte Business, Charlotte financial planner, Charting Opportunities, Construction Private Equity, Deal Flow, Deal Structuring, Dry Powder, due diligence, EBITDA, Entrepreneurship, Exit Strategy, Expert Insights, Financial Analysis, Financial Reporting, Fundraising, GEM Investments, Growth Strategy, Healthcare Private Equity, How to Sell Your Business, Industrial Private Equity, Investment Banking, Investor Relations, Jay Bradley, Leveraged Buyout (LBO), Local Private Equity, Market Trends, Maximize Business Value, Mergers and Acquisitions (M&A), middle market, NC financial planner, operational efficiency, PE Firms, PE Investors, Portfolio Companies, portus wealth, Preparing for Business Sale, private equity, Rollover Equity, Selling Your Business, Service Industry Private Equity, small business, Software Private Equity, Southeast Business, Valuation Multiples
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  Business Valuation And How To Increase It | Charting Opportunities

  Tags: ABV, ASA, asset based valuation, business brokers, Business Growth, Business Owners, Business Sale, Business Valuation, Charlotte, Charting Opportunities, corporate attorney, CPA, debt management, discounted cash flow, due diligence, Entrepreneurship, ESOP, exit planning, fair market value, financial advisors, financial buyers, Financial Planning, Financial Reporting, income approach, M&A, mergers and acquisitions, middle market, North Carolina, operational efficiency, Portus Wealth Advisors, private equity, Robert Snowden, small business, South Park Advisors, strategic buyers, strategic value, Succession Planning, valuation process, wealth management
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  Commercial Insurance, Reevaluating It After Growth Spurts | Charting Opportunities

  Tags: business acquisitions, business advice, Business Finance, Business Growth, business insurance, business liability, business operations, business protection, Business Strategy, business video, captive insurance, Charting Opportunities, commercial insurance, Entrepreneurship, Financial Advice, Harold Howell, Insurance, insurance advice, insurance coverage, insurance evaluation, insurance expert, liability insurance, medium business insurance, optimize insurance, Podcast, property insurance, reduce business risk, risk management, save money on insurance, small business insurance, Spartan Corporate Advisors, video interview, workers compensation
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  Does Hiring A Fractional CFO Make Sense For Your Business?

  Tags: Accounting, Benefits of a Fractional CFO, Business Finance, Business Growth, Business Networking, Business Owners, Business Sale, Business Strategy, Business Success, Business Valuation, Cash Flow, CFO Services, Clean Financials, Do I Need a CFO?, EBITDA, Entrepreneurship, Financial Clarity, Financial Complexity, Financial Forecasting, Financial GPS, Financial Insights, Financial Management, Financial Planning, Financial Reporting, Fractional CFO, Fractional CFO Cost, Greg Brown (Cardinal Finance), Guest Speaker, HVAC Industry, Improving Profitability, Local Event, Managing Finances, Numbers Guy, Podcast, Practical Advice, Real World Examples, Scaling Business, Small Business Finance, Succession Planning, Tax Efficiency, Triple C's Barrel Room, When to Hire a Fractional CFO
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  Business Owner Charitable Giving Strategies

  Tags: Business Asset Donations, Business Owner Charitable Giving, Business Owners, Business Philanthropy, business succession planning, Capital Gains Tax, Charitable Contributions, Charitable Giving Strategies, Closely Held Business, Community Impact, Donating Appreciated Assets, Family Business Giving, Financial Planning, Legacy Building, Marketable Securities, National Christian Foundation, NCF, Non-Cash Asset Donations, Philanthropy, Selling a Business Charitable Giving, Small Business Giving, Stock Donations, Strategic Giving, Tax Benefits, Tax Efficient Donations, wealth management

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