When planner Gordon Bernhardt began focusing his practice on entrepreneurial clients about three years, he discovered all of them lacked one important asset: time.
Morgan Stanley advisor Anthony C. Jones, who ranks at number 22 on the Top 40 Under 40 list, focuses on helping entrepreneur clients move away from concentrated stock portfolios.
Fund recipients, entrepreneurs could use a bit of guidance
By some estimates, roughly 80% of typical small business owners net worth is tied up in their company. Yet, according to experts, most entrepreneurs have not taken the time to formally value their businesses.
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