From Founder to Investor — Managing Your Windfall After a Sale

Transitioning from founder to investor is one of the biggest financial and personal shifts you’ll ever face. From Founder to Investor — Managing Your Windfall After a Sale guides business owners through the emotional, strategic, and financial steps needed to preserve wealth, optimize taxes, and invest with purpose.

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Investment, Insurance, and Estate Planning Products are Not insured by the FDIC; Not a deposit or other obligation of, or guaranteed by, the depository institution; Subject to investment risks, including possible loss of the principal amount invested