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randy a. fox, cfp, aep is the founder of two hawks consulting llc. he is a nationally known wealth strategist, philanthropic estate planner, educator and speaker. |
help manage their exit readiness.
by randy a. fox, cfp, aep
the holistic guide to wealth management
for many of your clients who are successful entrepreneurs, their business represents 80 percent to 90 percent of the value of their estate.
more rory henry and the holistic guide to wealth management
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while it seems like a large number on paper, it’s often illiquid, preventing the owner from enjoying the rewards of all their hard work. the lack of liquidity can also make owners reluctant to do the right kind of planning to maximize their “walk away” money post-sale.
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