In this episode I speak with Ahmie Baum, who is the founder and CEO of Interchange Capital Partners - a family business that has honed a comprehensive and collaborative process over its 40 years of practice in financial services and is dedicated to helping clients and their families build financial safety nets. He has been named to the Barron’s Top 1,000 Financial Advisor List. In this episode we will discuss the steps needed to get the maximum value of your business. How to treat obstacles as opportunities, and Ahmie will give his insights on adequate tax planning and mitigation. Lastly, we will discuss the important elements you should be considering to ensure generational wealth and an effective strategy.
Strap on your Boots