Brightworth

The Brightworth Business Transition Academy has completed its second session this season. Congratulations to Cohort 2! Students in this session gained a better understanding of how each of these areas reduces transaction value if not properly planned for in advance of any business sale: Mike Quinlan with VECTAC Advisory Services and Nathan Corbitt from Brightworth presented on foundational documents and examples of how deficiencies in these documents have impacted company ...value and marketability during real-world transactions. - Shareholder and operating agreements, - Non-compete and Non-solicitation provisions for shareholders/partners and key employees - Buy-sell agreements. Jeff Saylor, head of HLB Gross Collins, CPA firm presented on business structure and transaction tax issues. - C-Corp, S-Corp, and partnership sales - Stock vs. asset sales - Asset allocation impact - Advantages and disadvantages to buyers and sellers Mike Sullivan, Senior Partner with Taylor, English presented on the legal process associated with selling a business. - Documents associated with the transaction - Letter of intent (LOI)/term sheet negotiations - Asset and stock purchase agreements If you are interested in joining the next cohort, find more information here: https://www.brightworth.com/bets-academy #businessowners #businesstransition #academy #businesssale

The latest episode of Taking Stock is available to stream now! Listen as Lisa talks with Jeff Harrell, CFA, about the two most common investment mistakes that people are making right now. https://brightworth.libsyn.com/two-crazy-investment-mistake #podcast #takingstock #investmentadvice #financialadvisor

The October issue of the Brightworth Update is available to read now! Read about the activity of the financial markets in the third quarter, learn how to navigate financial issues for new parents, walk through twelve financial planning aspects unique to business owners, and more. Read the full issue here: brightworth.com/october2020 #wealthadvice #election2020 #businessowners #stockmarket #investing #parents #retirementplanning

If you’ve been working from home this year you may have noticed an increase in the amount of money you are able to save. Take advantage of this time before you return to the office to consider these ideas from associate wealth advisor Josh Monroe on how you can maximize your finances. #COVID19 #workfromhome #retirementplanning #savings #financialliteracy #financialadvisor

Are you a pilot whose job has been affected by the recent economic downturn due to the Coronavirus pandemic? Our advisors can help you answer important questions and make wise decisions about your finances. Visit Brightworth.com/pilots for more information and to schedule a no-obligation, 30-minute consultation. #WealthAdvice #COVID19 #pilotlife #retirementplanning

Are you a pilot whose job has been furloughed or cut because of the Covid-19 pandemic? You have several options to choose from if you decide to take the next steps towards retirement or pivoting to another role. Wealth advisor Chase Mouchet shares the advice he gives to pilots. #pilotlife #COVID19 #wealthmanagement #WealthAdvice #retirementplanning

Has your corporate job been affected by the Covid-19 pandemic turndown? If you’re considering an early retirement, wealth advisor Lisa Brown shares the advice she gives to her clients. #covid19 #wealthadvice #financialadvisor #corporateprofessionals

Are you affected by the UPS Voluntary Separation Allowance Plan? If you’re considering the new UPS buyout offer, you’re facing a big decision and will want to act quickly. Our advisors can help you answer important questions and make wise decisions about your finances. Visit https://www.brightworth.com/UPS to read our white paper and schedule a no-obligation, 30-minute consultation. #financialadvisor #severance #UPS #upsbuyout #consultation

Brightworth is pleased to announce we have been recognized among the Top 100 Independent Advisories in America by Barron’s, a leading financial magazine. Congratulations to the accomplished professionals on our team! See our post featuring this honor on our website using the link below. #award #financialadvisor #barrons #investmentstrategy

The September issue of the Brightworth Update is available to read now! We discuss the safest way to invest in technology stocks, provide our insights in to the Coca-Cola Voluntary Separation Program, share our financial tips on buying a new home, and more. Read the full issue here: https://www.brightworth.com/september-2020 #investmentstrategy #financialadvisor #stocks #buyingahome #cocacola #sellingyourbusiness #football #retiringwell

If you missed the webinar that Brightworth hosted on September 10th, the recording is now available! Listen now to learn about the financial impact of the pandemic on the economy and markets and hear our thoughts on what lies ahead with the upcoming election. We heard from our CEO Ray Padrón, our CIO Don Wilson, and Wealth Advisors Mike DeWitt and Patricia Sklar, on these topics and what they mean for our clients' financial and investment strategies. https://brightworth.zoom.us//JOrmm4iFzdcxcD0oIUtT6m7Vn4yAN #webinar #financialadvisor #covid19 #investmentstrategy #election2020 #economy

If you’re considering applying for the Voluntary Separation Program from Coca-Cola, you don’t have much longer to make your decision. Our advisors can help you answer important questions and make wise decisions about your finances. Visit Brightworth.com/voluntary-separation-Coca-Cola to read our white paper and schedule a no-obligation, 30-minute consultation.

Brightworth is hosting a webinar this Thursday at 4PM EST to look at the impact of the pandemic on the economy and markets, plus we'll consider what lies ahead with the upcoming election. You’ll hear from our CEO Ray Padrón, our CIO Don Wilson, and wealth advisors Mike Dewitt and Patricia Sklar. Click the link below to register for free! https://brightworth.zoom.us//reg/WN_L4T0i_q_QeyhjKNiabXw3w Please send your questions for the panelists to answer live before the webinar begins to [email protected].