Even Entrepreneurs Must Diversify

Also: Don't let them undervalue themselves.

By Anthony Glomski

Based on my years of experience helping successful entrepreneurs, as well as my research and interviews with experts in the area of successful business exits, I have identified key financial challenges that entrepreneurs who are about to cash out must address.

MORE ON LIQUIDITY: When Clients Cash Out: Four Smart Financial Moves
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The idea is to ensure that you can help them make a smooth and successful transition from where they are today to where they want to be post-exit.

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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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