When Clients Cash Out: Four Smart Financial Moves

How to put your clients in the best possible position.

By Anthony Glomski

There are over 28 million businesses in the United States today. While the odds of being highly successful remain long, many businesses that do succeed are often worth far more than their owners imagined.

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The main reason for that disconnect is that owners are laser-focused on growing their business; they’re not in the business of buying and selling businesses like investment bankers are.

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Anthony Glomski



About the Author

Anthony Glomski is the principal and founder of AG Asset Advisory, an SEC-registered investment advisory firm in Los Angeles.

Anthony Glomski helps CPAs grow their businesses by becoming thought leaders transitioning from tax preparers to personal CFOs. He is the author of the book Liquidity and You: A Personal Guide for Tech and Business Entrepreneurs Approaching an Exit and the founder of AG Asset Advisory, an internationally recognized SEC-registered multi-family office. He has been featured in Forbes, U.S. News & World Report, Yahoo Tech and other national media. Away from the office Anthony is a member of the Silicon Beach Surf Club and the Porsche Club of America. He can be reached at aglomski@agassetadvisory.com.

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