how to choose and work with a financial planner you can trust
It’s a responsibility, and a commitment to achieving your lifelong goals.
IRONSHIELD Financial Planning is a fee-based financial planning firm focused on goal-oriented solutions.
Financial planning is essential whether you are a Business Owner or part of an Established Family. At IRONSHIELD our team of financial planners work with you as trusted advisors to develop and implement a plan for your financial success.
Searching for a financial planner is risky without the right knowledge, and it’s one of the most important financial decisions you will make.
In this guide you will learn how to find a qualified financial planner, even if you aren’t an expert.
When Sean McAuliffe sold his company, he had a lot going for him. His distribution business was generating nearly $19 million in revenue. Margins were healthy. Growth was solid. And yet, when it came time to sell, his company was …
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Value Builder Analytics, drawing on proprietary data from over 80,000 business owners, found that companies that can run without the owner for at least three months are twice as likely to receive an acquisition offer above 6x EBITDA. The concept …
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For business owners considering their endgame, learning what makes a company valuable can feel overwhelming. Buyers prioritize factors like recurring revenue, a differentiated product or service, and a leadership team that operates independently from the owner. If a business doesn’t …
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