Interchange Capital Partners Blog
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Drawing from decades of experience, Interchange Capital Partners excels in guiding clients through their current financial standings while crafting robust plans. Committed to realizing clients' aspirations across family, business, and legacy, they offer value through adept risk management, opportunity seizing, and strength maximization. Their approach emphasizes leadership, relationships,..
Interchange Capital Partners Blog
1M ago
By Ahmie Baum, CFP® CFBA Interchange Capital Partners, a Family Business Advisory Firm based in Pittsburgh, PA, has promoted three veteran team members to new, […]
The post Interchange Team Members Promoted to New Roles appeared first on Interchange Capital Partners ..read more
Interchange Capital Partners Blog
2M ago
By Ahmie Baum, CFP® CFBA Family-owned businesses drive the U.S. economy, employing 60% of the nation’s workforce. These businesses face unique challenges due to their […]
The post The Top Mistakes That Business Consulting Can Help Family-Owned Businesses Fix appeared first on Interchange Capital Partners ..read more
Interchange Capital Partners Blog
4M ago
By Brian Baum, CEPA®, CFP® Liquidity is not something many family-owned business leaders think about until they have to. When that time comes, finding liquidity […]
The post Liquidity Solutions for Family-Owned Businesses to Generate More Growth and Flexibility appeared first on Interchange Capital Partners ..read more
Interchange Capital Partners Blog
4M ago
By Ahmie Baum, CFP® CFBA Family-owned businesses have several strengths and advantages. For instance, many boast a potent, familiar identity that inspires commitment. Still, the […]
The post Unique Risks Family-Owned Businesses Face appeared first on Interchange Capital Partners ..read more
Interchange Capital Partners Blog
4M ago
By Ahmie Baum, CFP® CFBA It’s easy to underestimate the sacrifices made by earlier generations when you weren’t there to witness them and only see […]
The post Spark Alignment and Engagement Through Generational Conversations appeared first on Interchange Capital Partners ..read more
Interchange Capital Partners Blog
4M ago
By Ahmie Baum, CFP® CFBA The events that are taking shape on the international stage and in our country leave us in a state of […]
The post Reflecting on 2023: Hope, Gratitude, and Giving appeared first on Interchange Capital Partners ..read more
Interchange Capital Partners Blog
4M ago
By Brian Baum, CEPA®, CFP® As a family-owned business ourselves, we’re familiar with the challenges of growing and scaling a business. As your company grows, […]
The post Growing and Scaling the Business to Create a Self-Managing Company appeared first on Interchange Capital Partners ..read more
Interchange Capital Partners Blog
4M ago
By Ahmie Baum, CFP® CFBA Money is only one measurement of growth within your family-owned business. Financial capital could even be considered a byproduct of […]
The post 5 Types of Capital That Maximize the Potential of Family-Owned Businesses appeared first on Interchange Capital Partners ..read more
Interchange Capital Partners Blog
4M ago
By Ahmie Baum It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra challenges […]
The post 4 Reasons Why We’re Passionate About Serving Family Businesses appeared first on Interchange Capital Partners ..read more
Interchange Capital Partners Blog
4M ago
By Ahmie Baum, CFP® CFBA The number of tasks, information, and people that accompany wealth overwhelms many people. The complexity of family, wealth management, estate […]
The post How a Family Office Reduces the Complexity of Your Wealth appeared first on Interchange Capital Partners ..read more