ONWARD: Episode 10

ONWARD: Episode 10

This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. In Episode 10 of our Onward series, we’re pleased to welcome Steve...
ONWARD: Episode 9

ONWARD: Episode 9

  This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. In this episode, Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth...
ONWARD: Episode 8

ONWARD: Episode 8

This is Onward, a compilation of insights and strategies the team at NewEdge has published on what it means as an entrepreneur to have a wealth strategy, rather than a simple financial plan. Our latest episode features Geoff Eliason, CEO & Principal at SDR...
Gen X: Navigating the In-Between

Gen X: Navigating the In-Between

Born between the mid-1960s and early 1980s, Generation X (“Gen X”) stands as a pivotal cohort that bridges the gap between Baby Boomers and Millennials. Often dubbed as the “latch-key generation” – referring to growing up with double-income parents and coming home...
Recipe for a Roll-up

Recipe for a Roll-up

Entrepreneurs in the middle market are often approached by private equity firms or strategic buyers with attractive offers to acquire their businesses. Many of these buyers are conducting the transaction as part of a roll-up strategy. In recent years, the middle...