Author: Kristin Nelson

Business succession planning options: ESOPs

Kristin Nelson
Wealth Management Strategy
Employees meeting around a wooden table in sunny office

Adopting an ESOP enables a business owner to exchange his or her equity for a more diversified portfolio without having to sell the entire business.

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Study looks at growing impact priorities of ‘elite entrepreneurs’

Kristin Nelson
Wealth Management Strategy
Cover of Entrepreneur Report of sunny room with happy people clapping.

The result is a significant change from two years ago, in which only 10% felt social impact was a relevant business metric.

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One entrepreneur’s journey of empowerment in Stanford program

Kristin Nelson
Wealth Management Strategy
Linda Renteria and her husband, Robert Sanchez, in front of an outdoor booth/tent that is branded Casa Sanchez.

Some of the topics that Linda found most relevant to Casa Sanchez’ current needs was company scaling and how to think about growth.

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A little help from friends: Networking & the female entrepreneur

Kristin Nelson
Wealth Management Strategy
Group photo from Women Entrepreneur Program at Stanford this summer.

A key component of promoting diversity and inclusion is helping other female entrepreneurs succeed.

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