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
January 2018
January 2018