Wine and Wisdom: connecting business owners with pre- and post-sale planning
We understand change is inevitable for business owners. In particular, a change in business ownership can be a pivotal point in the life of any business and can take on countless variations.
Whether expected or unexpected, a minority or majority stake, aligned interests or otherwise, having a trusted partner and a well-considered plan for change is paramount.
Our team at Veritex Bank tries to bring high quality partners to our clients on topics that we feel are important and timely. RGT Advisors has focused on 'planning' first with its clients since 1985 and we are hopeful that you find their comments around "pre and post-sale planning" thought provoking and ultimately useful.
About RGT Wealth Advisors
RGT Wealth Advisors is a Registered Investment Advisory in Texas and has been serving clients with the highest standards of integrity, excellence, and innovation since 1985. RGT simplifies the complex details of managing wealth so our clients can relax and enjoy their success. We focus on planning first, formulate innovative strategies, develop integrated financial independence plans, and implement personal investment portfolios that grow and evolve with our clients' ever-changing lives. RGT is a fee-only firm that provides conflict-free advice - always in our clients' best interests.