exit planning

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  Understanding What Your Charlotte Business is Really Worth

  Tags: Business appraisal, Business Strategy, Business Valuation, Business Value Drivers, Business Worth, Charlotte Business Owner, Charlotte financial planner, Charlotte NC, Charlotte NC financial planning, exit planning, Financial Advisor, NC financial planner, Portus Wealth Advisors, Professional Appraisal, selling a business
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  Top 5 Financial Blind Spots for Successful Charlotte Entrepreneurs

  Tags: business financial planning, business risk management, business tax strategy, Charlotte business owners, Charlotte entrepreneurs, Charlotte financial planner, exit planning, fiduciary advisor Charlotte, financial blind spots, integrated financial planning, NC financial planner, Portus Wealth Advisors, retirement planning integration, strategic planning, wealth management Charlotte NC
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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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  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