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Hindsight is 20/20

January 2, 2020

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It’s hard to believe that it’s 2020. As a kid I (Shea) would try to imagine what the year would look like. I hoped for flying cars, robot butlers and world peace. I never imagined working full time, paying a mortgage and living what would still be considered “real life.” I certainly didn’t predict that AM radio would still be alive and well and that I’d be on it! Lucky me!

What are you predicting this year? We’ve been hearing from quite a lot of entrepreneurs that they would like to sell their businesses. It feels like a good time to cut ties, but where does one land in this transaction? I have Tim Cartwright (Heidi’s brother), advisor and partner at Fifth Avenue Family Office® in Naples, Florida. He’s been in the mergers and acquisitions business long enough to offer sound advice. Hindsight is 20/20, and he’s going to share it with you today.

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Traverse City, MI 49686

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Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
Advisors associated with Prout Financial Design may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial. Investment advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC. dba CG Advisory Services and Prout Financial Design are separate entities from LPL Financial.

Dennis Prout and Nathan Prout are solely investment advisors and representatives of Capital Asset Advisory Services, LLC., CG Advisory Services, and is not affiliated with LPL Financial.

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