What should I do with the $10,000,000 I just acquired after selling my company?

I just sold my company for $10,000,000.  The market is at its all time high. What should I do with the money? I am 47 years old and I have no debt.

Debt, Investing
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January 2018

Hello and Congratulations!

What you "do" with the money will be determined by a variety of factors, specific to your situation.  The process I take my entrepreneur clients through is to first do a thorough analysis of their financial situation using a comprehensive financial planning process.  In doing so I am able to provide my clients with customized solutions to help them realize their hopes, dreams & goals.  By focusing on process and not product one is able to get sound advice without having to worry about what an advisor might be trying to sell you.

I would encourage you to interview a couple different financial advisors.  Find someone you like, get along with, and feel is trustworthy.  Then vet them with a variety of sources including the FINRA BrokerCheck.

If you would like to have an introductory conversation I would be happy to answer any questions you have to try and point you in the right direction.

All the best,

Derek Notman

January 2018
January 2018
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January 2018