IronOak Wealth Resources
As your trusted advisor, IronOak strives to be a resource to you for the things that impact your wealth and your life. With the input of our partners, we offer you valuable thought leadership on a range of topics.
The Fundamentals of Business Valuation
There are two sets of statistics that, when taken together, have major ramifications for smaller business valuations. Learn what those are and how they could impact your business:
Maximizing the Value of Your Business: Getting to Exit
Business Owners understand that the day will come when they’ll exit their business, typically through a sale to a third-party investor. Knowing when it’s the right time to sell your business is a highly personal decision that depends on your individual circumstances, goals and the specific dynamics of your business.
Dive into this article with our friends at Eminence Strategies and understand how to view your business through the eyes of an investor.
What it means for 15-minute cities to Deliver Dynamic Convenience for a Well-Balanced Life
2030 and Beyond marks a critical juncture in our human development, and therefore, a watershed moment for the Real Estate Industry.
Our friends at Global Real Estate Consulting share their thoughts on what this might mean for the future of real estate.
Selling Your Data: An Introduction to Data Brokers
Data brokers collect, analyze, and sell personal information to various entities, making it essential for individuals and businesses to understand the data broker ecosystem and take necessary steps to protect their privacy.
Our friends at 360 Privacy introduce data brokers where they break down the data broker ecosystem and discuss the importance of privacy solutions.
Estate Planning 101: Wills vs. Trusts
We often are asked whether a Revocable Living Trust or just a plain old Last Will and Testament are appropriate for an estate plan. We often tell our clients “it depends” not only on state law (as probate is so different in every state) but also on their individual circumstances and concerns.
This month we are pleased to bring you an article that delves into this topic further thanks to our friends at A-B Law.
7 Reasons Why Your Business Needs Fractional C-Suite Executive Leadership Today
Fractional C-suite executive leadership is a rising trend in today’s business world, providing businesses with experienced leaders on a part-time, temporary basis, or ongoing basis. This concept is particularly valuable for small businesses, especially when it comes to securing a commercial loan.
Learn more from our friends at LLK Consulting about this important resource.
Navigating the Complex World of Commercial Insurance
Insurance gets a bad reputation and it’s easy to see why. As humans, we don’t like things we don’t understand and sometimes it seems as if the world of insurance thrives on confusion.
Our friend at Ivy Risk, offer some guidance on how to overcome this confusion.
Ready to take control of your financial future?
Contact us today to learn more about our expert services and to schedule a consultation with one of our experienced staff.
