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As financial life planners, we have a holistic focus on you — not just your assets and net worth — but who you are and what kind of life you want to lead. We’ll develop a strong relationship with you, really getting to know you so we can create and maintain a customized action plan that becomes the catalyst for achieving financial independence and living life on your terms. At CG Capital, your why is as important as the how.
RECENT NEWS FROM THE BLOG
11/08
2023
Selling Your Family Business? 14 Things Small Business Buyers Will Want to See
Selling your family business can be difficult both emotionally and practically. As an entrepreneur, you've put your life's work into growing a successful company, and the idea of selling can...
09/07
2023
How To Think Like a Buyer When Selling The Family Business
Are you a business owner on the brink of retirement? Here are 4 tips for thinking like a buyer when selling your business. Authored by CG Capital and published here...
2023
Selling Your Construction Business to Employees or Family? Here Are Five Tips for Success!
Even though you’ve already identified a great buyer for your business – and it’s someone you know and trust – you still have some work to do to make this...