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As entrepreneurs and executives ourselves, peer groups have been valuable in every way.
These resources are designed for & by entrepreneurs and executives — our way to give back to the Triangle Entrepreneurial Community.
We believe these materials are a must for founders like you.
You will — or have — built something bigger than yourself, and possibly even bigger than you imagined. But what brings meaning to your wealth? As you’re focused on the details of crafting your dream, it’s paramount to ask yourself: “So what?” Our resources are sure to get you thinking in the right direction.
For entrepreneurs, your passion is your business.
As entrepreneurs ourselves, we understand that business owners are wholly immersed in the success of their companies and often need someone to trust for honest, sound advice. As you navigate what’s next for your business, you may benefit from our experience and counsel to help you consider critical questions and pursue opportunities.
We help business owners parse through options to maximize outcomes. This way, you do not face challenging decisions alone and instead feel confident as you explore and decide what’s next for your business.
Established
Balentine has an extensive track record of helping entrepreneurs navigate business strategy, the sales process, and, when appropriate, how to manage the proceeds of a liquidity event to achieve their goals.
Business Owners
A firm founded by entrepreneurs and majority-owned by employees, Balentine understands the complexities involved in running a closely held business.
Aligned
As an independent, non broker-dealer, Balentine is agnostic to whether or not our clients transact and has no financial interest in our clients “doing a deal.”
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We wrote the book on entrepreneurial wealth and legacy.
As an entrepreneur, being immersed in day-to-day business affairs often prevents you from anticipating and preparing for the many forks in the road of your entrepreneurial and life journeys.
First Generation Wealth is designed to help entrepreneurs and business owners learn enduring strategies for building a meaningful and lasting legacy. Authors Robert Balentine and Adrian Cronje, Ph.D., share stories that illuminate guiding principles and provide practical steps entrepreneurs can take to avoid the Shirtsleeves to Shirtsleeves phenomenon.
Browse our collection of entrepreneurial resources.
Balentine experts offer their authentic take on the latest financial topics, from markets to the economy and even business advisory.
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Aligning Your Wealth with Purpose
Are Blind Spots Holding You Back?
Navigating Change as a Business Owner
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What’s the Right Capital Source for Your Business?
Aligning Your Wealth with Purpose
Are Blind Spots Holding You Back?
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