There are several steps we suggest newly liquid entrepreneurs take to address their most immediate financial needs following a liquidity event.
Robert Balentine was recently a featured guest on the “School for Startups” radio show. In this interview, Robert discusses Balentine’s fee-only, transparent approach to investing, Balentine’s risk-based investment philosophy and the importance of culture in an entrepreneurial business. Click here to listen to Robert’s full interview.
On January 1st, 2011, America’s Baby Boom generation began to turn 65. Roughly 10,000 boomers a day will pass this milestone birthday over the course of the next two decades, with many making plans to sell their businesses and enter retirement. At Balentine, we have a long history of working closely with individuals and families who either currently own or have recently sold their operating companies.