Exit Strategy

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  The Role of a Fractional CFO With Greg Brown | Charting Opportunities

  Tags: Accounting, Business Consulting, Business Decision Making, Business Finance, Business Financial Health, Business Growth, Business Owner Advice, Cardinal Finance, Cash Flow Management, CFO Services, Charlotte Business, Charlotte NC business advisor, Charlotte NC Financial Planner, Charting Opportunities, Entrepreneurship, Exit Strategy, Finance for Business Owners, Financial Leadership, Financial Management, Financial Oversight, Financial Planning, Financial Strategy, Fractional CFO, Greg Brown, Hiring a CFO, M&A Prep, Medium Sized Business, NC financial planner, Outsourced CFO, Part Time CFO, Portus Wealth Advisors, Profitability, Scale Up Finance, Small Business CFO, Startup Finance, Strategic Finance
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  Is It Ever Too Early? The Right Time for Charlotte Business Owners to Start Succession Planning

  Tags: Business Ownership, business succession planning, business transition, Business Value, Charlotte Business Owner, Charlotte NC, Entrepreneurship, Exit Strategy, financial planning for business owners, legacy planning, Small Business Strategy, Start Early, Succession Planning
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  Founder Secrets: Build, Grow & Exit Your Business

  Tags: Atlas Insurance Management, Business Growth, business leadership, Charting Opportunities, Entrepreneurship, Exit Strategy, founder journey, founder secrets, M&A, Martin Eveleigh, niche market strategy, Portus Wealth Advisors, Scaling Business, Succession Planning
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  5 Steps To Prepare Your Charlotte Business For A Successful Sale

  Tags: Business Exit Planning, business transition, Business Valuation, Charlotte business advisor, Charlotte NC business sale, Exit Strategy, M&A preparation, Maximize Business Value, Portus Wealth Advisors, prepare business for sale, selling a business
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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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  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 Ripley, 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