HORAN Wealth

Life is full of unexpected events, but an emergency fund can help you face them with confidence. Ready to start building yours? Check out our newest edition of Wealth Wise! 💡 #HORANWealth #WealthWise

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When in Doubt, Zoom Out. https://lnkd.in/g3VjTZ_j A timely article by Zachary Martin.

Many business owners don’t know the real value of their company. That’s a problem. Without an accurate business valuation, you risk: ❌ Selling for far less than your company is worth ❌ Struggles with buy/sell agreements ❌ Poor financial planning for retirement or succession Regular valuations ensure you maximize your business’s value. ✅ Your Upside: Stronger negotiations, tax-efficient transitions, and peace of mind. Source: https://lnkd.in/gNWNMf9e 💡 Three quick tips: ✔ Schedule regular appraisals to stay ahead of market trends. ✔ Maintain detailed financial records for transparency. ✔ Work with a valuation expert for an unbiased assessment. If your business is your biggest asset, shouldn’t you know its real worth? Read the full article here: https://lnkd.in/gsSEbadC

What happens to your business if you're suddenly unable to lead? Without a plan, the results can be devastating: leadership instability, financial loss, and even family disputes. At HORAN Private Wealth, we've identified four critical pillars to ensure your business outlasts you: 1️⃣ Next-Gen Ownership Plan – Decide early who will take over to avoid chaos. Source: https://lnkd.in/gtG_Xgwj 2️⃣ Management Team Strategy – Strong leadership keeps your business running smoothly. Source: https://lnkd.in/ew7Gm-mk 3️⃣ Accurate Business Valuation – Know what your company is worth to avoid costly mistakes. Source: https://lnkd.in/gNWNMf9e 4️⃣ Smart Estate Planning – Protect your personal wealth and legacy. Source: https://lnkd.in/gDsYT_Yv Want to get going on securing your future and enjoy a thriving business today? Read the full article: 🔗 https://lnkd.in/gsSEbadC 📩 Ready to take action? Let’s create a plan that works for you. Connect with us today ➡️ https://lnkd.in/gNDP3jpH #SuccessionPlanning #WealthStrategy #FamilyBusiness #FinancialFuture

Last week, we celebrated our January and February birthdays! 🎉 Thank you to Sorbailee for providing us with a wonderful sweet treat. 🍨 #HORANWealth #TheHORANWealthWay

Most business owners dream of passing their legacy to the next generation. But the reality? Only 40% make it to the second generation, and just 13% survive to the third ➡️ https://lnkd.in/g-VWc7yk What’s the issue? A lack of a clear succession plan. Too many leaders get caught up in the day-to-day and put off long-term planning—until it’s too late. A strong succession plan ensures: ✅ Business stability ✅ A smooth ownership transition ✅ Protection for employees and family If you’re not thinking about your business beyond yourself, now’s the time. Build a plan that lasts. Read the full article here: https://lnkd.in/gsSEbadC 📩 Start your strategy today: HORAN Private Wealth ➡️ https://lnkd.in/gNDP3jpH #BusinessSuccession #FamilyBusiness #WealthManagement #LegacyPlanning

Congratulations to Ryan Janka for passing his Series 63! 🌟 We are so proud of all you have accomplished within the past few months. #HORANWealth #TheHORANWealthWay

Will your business outlast you? Learn more ⬇️ #HORANWealth #PrivateWealth

We look forward to seeing you Friday! 🌉 #HORANWealth #KeepBuildingBridges