Category: Articles

Our first year together begins with a detailed interview process: sixty-plus questions that cover everything except your financials. We learn about you.

View post

Don’t shortchange your business – your baby, your identity, your passion and life’s work – with just anyone. Whether its us – or another laser-focused specialist, your partner through this process can help write – or erase – your life’s story.

View post

If you are looking to build a business succession team as successful and agile as your corporate management team – the time is now to begin assembling your own “dream team” to realize your business’s true potential.

View post

One never knows what the next moment will bring. The truth however, is to fully realize a successful business exit planning strategy – true proactivity is required.

View post

In this newsletter, Brix Wealth offers these keys to keeping your money and sanity during a divorce.

View post

“For individuals who wish to sell appreciated investment real estate, there are a variety of strategies to mitigate the capital gains consequences.”

View post

Approval # CRN202102-242847