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You’ve Sold Your Business: What’s Next?

Sell. Selling. Sold!   A three-part series on business transition from Windes Wealth Management Congratulations, you’ve done it! You’ve sold your business! But now what? ...
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Dream_Team_Ovisto
Articles

Selling Your Business: Why Both You and LeBron Deserve a Dream Team

Sell. Selling. Sold! A three-part series on business transition from Windes Wealth Management   Congratulations! You’ve made the strategic decision to sell your business. This ...
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Articles

The Art of Successfully Selling Your Business

Sell. Selling. Sold! A three-part series on business transition from Windes Wealth Management For many entrepreneurs, selling your business is a dream fulfilled. It signifies ...
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Financial Harmony
Articles

Holistic Financial Planing: Your Wealth Deserves Synergy

Imagine this: You walk into a doctor’s office with a nagging cough. The doctor listens intently and runs some tests. But instead of creating a ...
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Blended family
Articles

The Brady Bunch Gets Real: Estate Planning for Blended Families

Did you know? Sixty-three percent of remarriages involve stepchildren. Imagine this: Mike, Carol, Marcia, Greg, Peter, Jan, Bobby, and Cindy. A modern Brady Bunch. Estate ...
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Are Your Kids Ready for The Talk
Articles

Are Your Kids Ready for The Talk…About Inheritance Planning?

Money. Religion. Politics. Where to go for dinner. As humans, we tend to shy away from uncomfortable conversations. Inheritance planning may feel like one of ...
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TURN VISION INTO REALITY