In this video, Dave Lavinsky, Co-Founder of SHI & COMPANY INC., dives into the common pitfalls that can sabotage a successful business sale. From overvaluing your company to failing to prepare financially and emotionally, Dave uncovers the key...
In this video, we dive into the evolving role of business advisors in the AI-driven world with Anna Vitale, Chief Client Officer at SHI & COMPANY INC.. Discover how AI is transforming advisory services and why human insight...
Join host Tim Martinez as he sits down with Geoff Sokol from SHI & COMPANY INC.’s GT Investment Management to discuss the critical importance of diversification in today’s volatile market. Relying on a single stream of income or...
The world of alternative investments is moving quickly. In this video we discuss how business owners can further diversify their wealth beyond their number one asset which is often their business.
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Selling your business is a process, not a one time event. Finding the perfect buyer will ensure the protection of the legacy, drive growth and continue to add value to the marketplace. In this video...
If you’re preparing to pitch venture capital, you’ll want to get prepared with these top 5 questions that VCs will ask. In this video we provide additional insight on how to prepare for these questions.
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In this video, we explore essential protection strategies that every business owner should consider. We dive into three critical insurance products that can safeguard your business from unexpected challenges. Discover how these tools provide peace...
In this video, we sit down with Geoff Sokol, the Private Wealth Advisor for SHI & COMPANY INC.’s GT Investment Management. Geoff shares his invaluable insights into the most common personal financial mistakes that business owners make, offering...
