Author: Kristin Nelson

Planning: 3 questions every business owner should ask

Kristin Nelson
Wealth Management Strategy
Female Asian business woman crouching on the floor looking at many sheets of paper laid out in front of her.

Just as no two fingerprints are identical, the same holds true for the financial situations of any two business owners.

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Useful practices you may learn from serial entrepreneurs

Kristin Nelson
Wealth Management Strategy
Young male business man at the head of a conference table, standing, addressing three colleagues and possibly making a deal.

There’s no question that serial entrepreneurs are a talented bunch, but many of them also follow general principles that help ensure repeated success.

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Angel investing: 5 factors to consider

Kristin Nelson
Wealth Management Strategy
Young male and female entrepreneurs in an airy office looking out a long window.

Angel investing presents a unique opportunity to invest in sectors and ideas that excite your imagination.

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Making a plan for business succession

Kristin Nelson
Wealth Management Strategy
Older man and younger woman standing at white board full of colorful post-it notes as he explains them and points at one.

One of the most important questions a business owner may ever ask is: What’s my exit strategy?

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