Category: News Room

Matt Cohen Of Synesis Advisors Gives Tips On Preparing For A Business Sale, Building A Team For The Sale, When To Walk Away & Even Things One Should Consider After A Sale

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In an invaluable session for entrepreneurs and business owners, Matt Cohen, the renowned strategist from Synesis Advisors, has distilled years of experience into essential advice on preparing for a business sale. Recognizing the complexities and emotional weight of selling a business, the guidance covers the full spectrum—from initial preparation to post-sale considerations—empowering owners with the […]

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Stephen Johnston, Founder of A Race Against Blindness, Discusses his Journey from Dad to Athlete on The Everyday Ironman Podcast

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Stephen Johnston, a full-time practicing physician, father, and founder of the nonprofit A Race Against Blindness recently appeared as a guest on the Everyday Ironman Podcast. He discussed his journey from being a self-proclaimed “non-athlete” to becoming an Ironman triathlete and using the sport as a symbolic message of resilience for his son, who is […]

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Father and Nonprofit Founder Stephen Johnston Shares His Inspiring Journey on the Simple + Intentional Podcast

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In a recent episode of the Simple + Intentional podcast, Stephen Johnston, a father, radiologist, nonprofit founder, and Ironman athlete, opened up about his remarkable story of resilience and purpose in the face of his son’s devastating diagnosis. When Stephen learned that his 10-year-old son Luke was going blind due to a rare genetic condition […]

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Dan Brooks, with Xexis Private Wealth, Interviewed Influential Entrepreneurs Podcast Discussing Things Advisors Don’t Explain That Could Negatively Impact Retirement

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Dan Brooks discusses navigating the hidden risks in retirement planning.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-things-your-current-advisors-havent-explained-that-could-negatively-impact-your-retirement/  Financial advisors may unintentionally neglect to fully explain certain aspects of retirement planning, not necessarily out of malice but due to a lack of expertise or restrictions from their firms. In a podcast episode, […]

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Bob Chitrathorn, CFO And Vice President With Simplified Wealth Management, Discusses Strategies To Employ To Help Clients Define Financial Priorities And Objectives

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To empower individuals with the tools they need to preserve their financial future, Bob Chitrathorn, a valued professional in personalized financial planning services, today announced a competitive approach designed to assist clients in defining their financial priorities and objectives with greater clarity and precision. With years of experience in navigating the complexities of the financial […]

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