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You Need a Business Coach

As a business owner, every day, you tackle tough decisions that impact a lot of people - clients, employees, your own family and livelihood. But have you ever come up against an obstacle or a dream that seemed too daunting to even attempt?

The Rainmaker’s Dilemma

There’s a type of business owner called a Rainmaker. They generate most of their company’s revenue and know all their customers. On the surface it sounds great, but lack of time can result in what’s known as the Rainmakers’ Dilemma.

The Exit Checklist

Everyone will exit their business at some point – it’s just fact. The decision is – whether you will do it successfully – in the best way for you and your family. To have a successful exit you need to be able answer two simple but crucial questions.

Retirement Planning After Divorce

Divorce can have a devastating impact on financial security. Relationships often lack a lot of balance, even in the best of times. And it becomes very clear in the worst of times. We recommend four steps that you can take to help get a little balance back during a divorce.

Don Stellin is a Fiduciary

Don Stellin chooses to act as a fiduciary for his clients, which means he puts his clients’ interests first and foremost. Your welfare is the number one priority and the guiding force behind every action and recommendation.

Speaking to Your Audience

How many speakers have you heard drone on and on? The audience paying more attention to their phones than the stage, or worse, people start getting up and walking out? Your members don’t want that. You don’t have time for that. I’m here to offer something different.

10 Questions Advisors Should Ask You

Being the boss doesn’t mean you’re free of demanding customers and employees. For that level of independence, you may need to sell your business to fund the lifestyle you really want. If you’re considering doing that - here are 10 key questions your advisor team should be asking you.

3 Critical Wealth Planning Mistakes

Owning a business doesn’t mean the business has to own you. A great professional team can help you reach your freedom point faster by helping you avoid three critical wealth planning mistakes that family business owners make.

What is a Special Needs Trust?

When you’re the parent of a child with special needs, it adds even more stress and worry. I have this concern myself. I addressed it with a Special Needs Trust in our estate plan – and over the last 35 years as an advisor, I’ve worked with dozens of clients to help them do the same.

Don’t Overlook These 2 Value Drivers

Many owners think that only their financial results determine what the business is worth. But there are two key value drivers that you might be overlooking.

Do You Need a Corporate Trustee?

You’ve spent a lifetime building your business and creating wealth for you and your family. Have you thought about what happens to all of it, when you’re gone? A major tool in ensuring that the legacy you leave, will benefit generations to come is a trust.

Business Valuation Prep

Like you, I started my business for the freedom. But the challenge for many business owners, is their dream of freedom remains elusive. Do you know if you’ve reached your Freedom Point yet? We can help you answer that.

My Financial Documents Are a Nightmare!

Papers, forms, documents – they’re everywhere! It can be difficult and overwhelming to sift through these documents and determine what is relevant, what needs to be shredded and what needed to be brought to an accountant. This is how we can help.

Looking Downstream

Tim Scannell, CPA, CFP® loves fly fishing. And believe it or not, skillful fly fishing strategies not only help him catch fish. They can also help you effectively exit your businesses.

Your Exit Roadmap

Growing and owning a business does not mean the business owns you or holds you prisoner. You can work smarter and make work optional.

We Build Successful Exits

Every day, Tim Scannell, CPA, CFP® helps business owners like you step back from their organizations and plan for a future where work is optional and family and passions are a priority again.

Samantha Pietruszynski’s Value Promise

Samantha Pietruszynski, CFP® empowers women to see the possibility of a healthy work-life balance by guiding them toward financial independence.

Determining the Value of Your Business is Not Rocket Science

People often overlook the business value of non-quantifiable aspects of the selling process. When added up, they may add up to 53% of the difference in the value of two seemingly similar businesses.

What To Do When You Hit Your Freedom Point

Once you reach the Freedom Point - there’s no financial reason for you to continue owning the business. Because doing so actually puts you at risk. But we all know owning a business is much more than financial. It’s personal and it’s your passion.

Our Wealth Management Process

As business owners, you work hard taking care of your employees and clients. You deserve a financial advising team that works just as hard for you – that fits just right and understands your specific goals and dreams.

Stress Testing for Successful Business Owners

Stress testing is becoming an increasingly essential tool for business owners. You have an opportunity to put your financial and legal strategies through their paces and determine if they’re set up to deliver the results you want.

Business Value Drivers

We encourage business owners to step back from daily work activities to see the big picture – the worth of the company and how to increase it through identifying the value drivers of the business.

Finding the Right Advisor for Selling Your Business

As a business owner, you spend time, focus, and energy on serving your clients and employees while managing a litany of daily risks and challenges. Tim Scannell wants to help you make work optional.

Finding an Advisor That is Right For You

If you’re not picking a financial advisor who aligns with your specific needs, they may not be a great fit. Tim Scannell helps you compare four different types of advisor to pick the one best suited to your needs.

Tim Scannell's Personal 'Why' Story

Tim Scannell describes the road that led him to becoming a fiduciary financial advisor.

What is a Fiduciary?

How much do you know about the motivations of your financial advisor? Are they working in your best interest?

Take the first step towards the best part of your life by clicking the link below to schedule a 1 hour “Work Optional” meeting.

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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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