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You’re much more than a spreadsheet
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
Due Diligence Checklist for Selling a Business
Similar to a potential buyer or investor who wants to minimize risk in their purchase, you should do your due diligence as the seller. Here are 7 steps to follow......
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...
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...