"Entrepreneurs are decisive by nature. But one critical decision that often gets deferred or approached too casually is the selection of a financial advisor. Many founders and business leaders wait until a major liquidity event or tax issue forces the conversation. That's a missed opportunity. Choosing the right advisor early can help preserve wealth, create flexibility and align your business and personal financial strategies well before the pressure is on."
"Financial advisors, lawyers, accountants and investment bankers aren't all built the same. Some are excellent at portfolio construction but fall short when it comes to complex planning or business integration. Others are tied to institutions that limit their objectivity. The right fit depends on where you are in your business lifecycle and what kind of support you actually need. Here's what to consider."
Entrepreneurs face complex financial situations with illiquid assets, irregular income and dynamic tax exposure. Advisors should engage on cash-flow strategy, entity structure, exit planning and succession as well as investment management. Public-company executives require expertise in stock option planning, RSUs, trading windows and corporate governance. Seek advisors with fiduciary alignment and transparency who prioritize client interests over institutional incentives. Evaluate how services are structured, whether planning technology is used, and the full scope of services offered. Choosing appropriate advisory support early preserves wealth, creates flexibility and aligns business and personal financial strategies before liquidity events occur.
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