Certified Financial Planner

Home » Blog » Certified Financial Planner

My “Thunder” Years As An Entrepreneur

  The third stage of the four transitional business stages, which I describe in my book, The Quiet Millionaire, is the Thunder stage, when higher levels of growth occur. This requires the business owner to focus more on higher level decision-making and intelligently leveraging and leading a growing number of managers and employees. In other [...]

By |2018-10-14T21:34:57+00:00October 15th, 2018|Business Owner, Transitional Stages|0 Comments

My “Wunder” Years As an Entrepreneur

Brett Wilder CFP® Entrepreneur and Author In my book, The Quiet Millionaire, I describe the four transitional stages of business ownership, which I term as the Wunder, Blunder, Thunder, Plunder stages. My experiences transitioning through all four stages as an entrepreneur provided me both rewarding highs and humbling [...]

By |2018-10-14T21:05:19+00:00October 13th, 2018|Transitional Stages|0 Comments

My “Early” Years As An Entrepreneur

  Brett Wilder CFP®, Entrepreneur and Author I'm sharing the story of my entrepreneurial journey with you starting from my earliest years because I believe that entrepreneurship must be born within someone as part of his or her genetic DNA. Only then can they be bred to achieve entrepreneurial success. Accordingly, not everyone [...]

By |2018-10-14T21:24:54+00:00September 30th, 2018|Business Owner, Transitional Stages|0 Comments

Five Emotional Questions Every Family Business Owner Must Answer

  Can you honestly answer these questions? As a family business owner and advisor, I've had to address for myself and other business owners tough emotionally charged questions. Here are five questions that every family business owner must honestly answer during the Plunder Transitional Stage and beyond. How long can I, or do I want to continue [...]

By |2018-10-14T22:30:51+00:00September 22nd, 2018|Mastermind Group, Transitional Stages|0 Comments

Four Reasons Why Baby Boomers Fail to Sell Their business

Baby boomer entrepreneurs can have a lifetime of hard work result in disappointment and financial anxiety when they go to exchange the keys to their business for money. The following are four reasons why entrepreneurs fail to sell their business. Fear of the unknown. During buyout negotiations, selling owners come to realize that they have [...]

Three Reasons to Score the Eight Key Value Drivers of Your Business NOW

A research analysis of over 50,000 businesses has identified eight key drivers, which add business value as well as increase potential sellability. Here are three reasons why you should score the eight key value drivers of your business now: 1. Make your business more valuable than that of your peer's. 2. Discover your business's particular hidden [...]

By |2018-10-14T20:23:19+00:00April 7th, 2018|Business Value, Mastermind Group|0 Comments

Six Reasons to Cash In Your Business Chips NOW

  Are you a veteran entrepreneur trying to decide when and how best to move on from your business, and enjoy the financial freedom and personal happiness you've earned and deserve? Here are six reasons why you might want to cash in your business chips NOW. 1. You've lost your original entrepreneurial passion and enthusiastic [...]

By |2018-09-30T19:59:04+00:00March 31st, 2018|Business Value, Mastermind Group|0 Comments

Ten Ways That Make Your Business More Valuable Than Your Peers’

  The value of your company is partially determined by your industry. For example, these days cloud-based software companies are considered more valuable printing companies. However, when analyzing businesses in the same industry, there are major variations in valuation. The following are 10 ways that make your business more valuable than peers'. 1. Recurring Revenues: The more [...]

By |2018-09-30T20:19:32+00:00March 25th, 2018|Business Value, Mastermind Group|0 Comments

How Age Influences Boomer Entrepreneur Decision-Making

I'm now in the process of writing a second Quiet Millionaire® book. My first Quiet Millionaire® book was written as a comprehensive personal finance guide covering a wide range of financial issues and concerns typically encountered by a broad readership. This second book is being written specifically to benefit the baby boomer entrepreneur. In particular, [...]

By |2018-09-30T21:44:54+00:00December 16th, 2017|Business Owner, Transitional Stages|0 Comments

How to Not Let Discontentment Derail Selling Your Business

  The Contented Entrepreneur Discontentment expressed through the emotions of anger, frustration, and bitterness, either from within yourself or by others, usually manifests from unmet expectations. No one is immune to experiencing these emotions, whether justified or not. An entrepreneur, especially the owner of a family business will experience these emotions at various [...]