Kate Guillen

5 Reasons Private Equity Groups Will Pay Top Dollar for Your Business! For 20+ years, VRG has built a database of Private Equity Group buyers. Virtually every day, we are in contact with these firms, and we know the reasons they will pay top dollar for your business. 1. Strong Management or Well-Trained Employees: Private Equity Groups (PEGs) seek businesses they can grow and sell, not manage daily. They prefer companies with strong management or well-trained employees ready to take over. 2. Advanced Systems & Technology: Robust systems and up-to-date technology are essential for growth. Think CRM, cloud computing, and effective financial reporting. These elements ease ownership transitions and provide a solid growth foundation. 3. Reliable Financials by a CPA: PEGs need clear, accurate financials. Consistency and clarity in your finances build trust and reduce the risk of unpleasant surprises. 4. Recurring or Subscription-Based Revenues: PEGs love predictable income streams. Recurring revenues from service contracts or memberships can make your business much more attractive. 5. Diverse Customer Base & Multiple Vendor Sources: Avoid over-reliance on any single customer or supplier. Diversify to mitigate risks and ensure stability, which is highly valued by PEGs. Ready to sell your business at top dollar? Let’s talk! #PrivateEquity #BusinessGrowth #BusinessBrokers

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Want to Consistently Turn Walk-In Clients into Qualified Advisor Appointments? Here's How You Do It: Step 1: Get their permission to chat about their dream life while you handle their request. Easy, right? Step 2: Ask the right questions. Find out if they have more than $100K and if meeting with an advisor can add value to their life. It’s that simple. Don’t overthink it. If you want the full breakdown of this strategy, check out my latest video. I’ll show you exactly how to do it step-by-step. ---------------------------------------------------- Ready to experience a FREE 1-1 sales coaching session? https://lnkd.in/gNmKB9Y9

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Sometimes, the thought of starting over feels overwhelming.  The uncertainty, the “what ifs,” the adjustments—it’s all a lot.  But sometimes, staying exactly where we are can feel even scarier.  Staying stuck, not taking steps forward, feeling the weight of financial stress… It doesn’t have to be this way. If you’re going through a divorce and feeling uncertain about your financial future, know that you’re not alone.  Together, we can create a plan to make sure this next chapter feels less intimidating and more empowering.  Don’t face this alone—reach out today and ensure your new beginning is built on a solid financial foundation.   Book a FREE consultation with us: https://lnkd.in/d-nkejh9 ⁠  . . . . . #Divorce #FinancialPlanning #DivorceFinancialPlanning #DivorceSupport #CDFA #FinancialAdvice #DivorceJourney #Finances #Finance #FinancialFreedom #Money #PersonalFinance #DivorcePlanning #FinancialStability #SpousalSupport #Alimony #CertifiedFinancialPlanner #DivorceSettlement #MaritalAgreement #DivorceMediation #Mediation #MaritalProperty #SeparationProperty #MaritalHome #BusinessValuation

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With the Fed’s first rate cut in years, now is the time to reassess your financial strategy. Experts share valuable tips on how to take advantage of lower interest rates to boost your investments, refinance loans, or optimize savings. Stay ahead with these insights. #Finance #FedRateCut #InvestmentStrategies #EconomicInsights. Read more at https://buff.ly/4fTGhx1

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It’s getting easier for independent financial advisors to track structured notes using the CAIS platform. Learn about some recent tech enhancements that allow advisors to zero in on the information that matters most to them. Get a recap of our Q3 tech updates here: https://lnkd.in/ekER2asu #wealthmanagement #structuredproducts #capitalmarkets

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Ever wondered how divorce impacts your financial future? Divorce isn't just an emotional rollercoaster; it's a significant financial event too. Many people underestimate the complexities involved in dividing assets, negotiating alimony, and planning for post-divorce financial stability. That’s where expertise in divorce financial planning comes into play. At Allegiant Divorce Solutions, we help you navigate through these intricacies so you can focus on rebuilding your life without the added stress of financial uncertainty. Your tomorrow starts with wise decisions today. Got questions or need advice? Let’s chat—navigating divorce doesn't have to be a lonely journey. 🌟 Feel free to book some time here: https://lnkd.in/d-nkejh9

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Tidbit Tuesday: Investing! Investing is a powerful tool that allows individuals to grow their wealth over time and achieve their financial goals. By putting money into assets such as stocks, bonds, or real estate, investors can earn returns that outpace inflation and build a more secure financial future. Investing also supports economic growth by providing capital to businesses, fueling innovation and job creation. #Investing #FinancialSuccess #MoneyMatters #LongTermWealth #SmartInvesting #FinancialFreedom

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I firmly believe platform technology decisions are the key to growth - even more than marketing. Without scale and efficiency, growth doesn't happen because people resources are focused on the wrong things. But how do you even go about making technology decisions impacting investments and other areas? It was great to have Lee Andreatta, MBA Co-CEO of Advyzon on our newest episode of The Deep Dive podcast in partnership with Investopedia. Lee's wide background and experiences give the viewers extensive insights into what he sees in the market and platform decisions of the future. Check it out and let us know what you think:

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{NEW DOLLAR WISE PODCAST} Listen 🎧 to the full episode by visiting: https://lnkd.in/e9_WEYnK Jason Gabrieli and Catherine Allen-Carlozo, both CERTIFIED FINANCIAL PLANNERS at HFM Investment Advisors, discuss the most loaded question they encounter: "How much do I need to retire?" This discussion unpacks the factors that influence the answer to this question, highlighting personal spending, lifestyle choices, and strategic financial planning. By exploring various scenarios and personal anecdotes, they offer a comprehensive look into tailoring retirement planning to individual needs.

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Harness a Regulation CF Offering to Elevate Your Business How might a Regulation CF Offering elevate your fundraising goals? With Regulation CF, your company can raise up to $5 million annually. Through a "Direct Issuance" Regulation CF Offering, leverage a tailored Investor Web Portal managed by a FINRA broker dealer, bypassing the necessity of launching on a crowdfunding platform. A standout advantage of Regulation CF lies in the simplified investment process for your investors. Tap into the influence of general solicitation to attract capital from both accredited and non-accredited investors. This approach broadens your reach within the investment community, opening new financial avenues. Ready to propel your fundraising efforts with Regulation CF? Seize the transformative possibilities of Regulation CF Offerings today! Let's discuss your fundraising goals and strategy today! Visit us at redrocksecuritieslaw.com or call us at (720) 586-8610 #RegulationCF #FundingOpportunities #RaiseCapital #InvestmentSuccess #startups

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Harness a Regulation CF Offering to Elevate Your Business How might a Regulation CF Offering elevate your fundraising goals? With Regulation CF, your company can raise up to $5 million annually. Through a "Direct Issuance" Regulation CF Offering, leverage a tailored Investor Web Portal managed by a FINRA broker dealer, bypassing the necessity of launching on a crowdfunding platform. A standout advantage of Regulation CF lies in the simplified investment process for your investors. Tap into the influence of general solicitation to attract capital from both accredited and non-accredited investors. This approach broadens your reach within the investment community, opening new financial avenues. Ready to propel your fundraising efforts with Regulation CF? Seize the transformative possibilities of Regulation CF Offerings today! Let's discuss your fundraising goals and strategy today! Visit us at redrocksecuritieslaw.com or call us at (720) 586-8610 #RegulationCF #FundingOpportunities #RaiseCapital #InvestmentSuccess #startups

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Harness a Regulation CF Offering to Elevate Your Business How might a Regulation CF Offering elevate your fundraising goals? With Regulation CF, your company can raise up to $5 million annually. Through a "Direct Issuance" Regulation CF Offering, leverage a tailored Investor Web Portal managed by a FINRA broker dealer, bypassing the necessity of launching on a crowdfunding platform. A standout advantage of Regulation CF lies in the simplified investment process for your investors. Tap into the influence of general solicitation to attract capital from both accredited and non-accredited investors. This approach broadens your reach within the investment community, opening new financial avenues. Ready to propel your fundraising efforts with Regulation CF? Seize the transformative possibilities of Regulation CF Offerings today! Let's discuss your fundraising goals and strategy today! Visit us at redrocksecuritieslaw.com or call us at (720) 586-8610 #RegulationCF #FundingOpportunities #RaiseCapital #InvestmentSuccess #startups

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Harness a Regulation CF Offering to Elevate Your Business How might a Regulation CF Offering elevate your fundraising goals? With Regulation CF, your company can raise up to $5 million annually. Through a "Direct Issuance" Regulation CF Offering, leverage a tailored Investor Web Portal managed by a FINRA broker dealer, bypassing the necessity of launching on a crowdfunding platform. A standout advantage of Regulation CF lies in the simplified investment process for your investors. Tap into the influence of general solicitation to attract capital from both accredited and non-accredited investors. This approach broadens your reach within the investment community, opening new financial avenues. Ready to propel your fundraising efforts with Regulation CF? Seize the transformative possibilities of Regulation CF Offerings today! Let's discuss your fundraising goals and strategy today! Visit us at redrocksecuritieslaw.com or call us at (720) 586-8610 #RegulationCF #FundingOpportunities #RaiseCapital #InvestmentSuccess #startups

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🌟Tip of the Week with Robert Mills from Riverside Wealth Advisors!🎥 This week, we're discussing the political impact on the stock market. With recent developments like President Biden opting out of re-election and Kamala Harris stepping in, alongside significant events involving former President Trump, many wonder about the market's reaction. T. Rowe Price offers a historical analysis of election year impacts on the market. I recommend reading it for a deeper understanding. In these volatile times, stay informed and feel free to contact us with any questions. Thanks for tuning in! #StockMarket #PoliticalImpact #FinancialInsights #RiversideWealthAdvisors

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"U.S. Bank Private Wealth Management is proud to announce Alma A. Myers as Private Wealth Advisor. Myers is responsible for providing comprehensive wealth management strategies tailored to her clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

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