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10 Frequently Asked Questions When Changing Companies

How to have a less stressful job transition.
By Douglas Kobak, CFP | Main Line Group Wealth Management, LLC

Innovation, Disruption, and Opportunity

Implications for investors and advisors in 2021—and beyond.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

How to Make Big Plays in Sports and Business

Swinging for the fences requires constant curiosity.
By Drew Sheinman | Brand Velocity Partners

7 Rules for Raising Venture Capital and Angel Investments During the Pandemic

The pandemic has created opportunities by accelerating change.
By Christopher Yang | Corporate Travel Management

Signs and Signals of an Ethical Cannabis Business

Professionalism and cannabis are not the first two words you would think go together. After all, culture has...
By Mike Martinez | Yes Studio, LLC

Why Primary Care Could Be the Next Behavioral Health

A long-ignored sector of healthcare could be poised to surge.
By Aytan Dahukey | Sheppard Mullin Richter & Hampton LLP

Protecting Your Company’s Intellectual Property Is Another Key to Your Successful Transition

Addressing and overcoming the 12 principal reasons for failed transition growth and achieving successful...
By Andrew Horowitz, CEPA | Rockefeller Capital Management

Why Is Now a Good Time to Borrow?

Craft a liquidity management plan well in advance to achieve financial flexibility.
By Ryan Bristol | J.P.Morgan Private Bank

3 Pro Tips for Easing the Burden of Managing Transactions

As pundits debate the sustainability of positive trends in the market and the ultimate shape of our...
By Jessop Fowler | Datasite

The Uncertain Financial Futures of Athletes and Entertainers Demand Training and Discipline

How professionals with unpredictable and short-term earning windows can lock down their financial futures.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

The 12 Reasons Owner Transitions Are Not Successful (and What to Do About It)

The role of the transition growth and exit- planning process in successful business-owner exits.
By Andrew Horowitz, CEPA | Rockefeller Capital Management


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