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The Importance of Business Valuation

The Importance of Business Valuation

By Homer Smith  The daily decisions that go hand in hand with running your own business can be difficult if you do not have all the correct tools in your kit. Knowing the value of your business is critical to proper business planning as well as working towards your...

My April Reading List

By Homer Smith Reading is something I have always enjoyed, but over the last few years with running my own business and having a young family, I have not found as much time to pick up a book as I would have liked. Growth/development is one of my top values and reading...

The Narrative and the Noise

The Narrative and the Noise

The noise is everywhere. It’s politics and the markets. It’s 24-hour news channels and social media. The noise is everywhere and it’s exponential, it’s on steroids and it drives our behavior and decision making whether we like it or not. This past year as we have...

Tax Proposals and Stimulus – What you Need to Know!

Tax Proposals and Stimulus – What you Need to Know!

Between multiple stimulus bills and last year's presidential election, there has been a lot of noise on who qualifies for the stimulus checks and who will be subject to potential tax increases that may ride along with the Biden administration. We are finally beginning...

Konvergent Monthly Commentary – February 2021

At konvergent wealth partners it is important to us that you are well informed about what is happening in the markets.  Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or would like to...

“We, the Family”: The Benefits of a Family Constitution

Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts that could potentially damage a family’s financial position and cause estrangement among...

Five Big Asset Protection Planning Mistakes – and How to Avoid Them

Key Takeaways: Get asset protection strategies in place before you need them.Evaluate and stress-test your various types of liability coverage.Make asset protection efforts part of an overall wealth planning strategy. If you’ve got substantial assets, you may be more...

Five Big Commercial Insurance Mistakes to Avoid in Your Company

Key Takeaways: D&O insurance and EPLI help cover management liability.Cybersecurity insurance is becoming increasingly important.Make sure you've got enough umbrella coverage. Whether you are a seasoned business owner or a new startup entrepreneur, your company...

Konvergent Monthly Commentary – January 2021

Konvergent Monthly Commentary – January 2021

At konvergent wealth partners it is important to us that you are well informed about what’s happening in the markets.  Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or would like to...

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