Keven Prather specializes in serving the complex needs of business owners through Financial Planning and Business Transition/Exit Planning. Using a Total Wealth Planning approach, Keven’s objective is to turn complex problems into actionable, understandable and manageable steps, by collaborating with business owners, their family, and strategic partners.” Keven can be reached at (216) 592-7314 or email@example.com. www.TransitioNextAdvisors.com.Securities and investment advisory services offered through qualified registered representatives of MML Investors Services LLC. Member SIPC. www.SIPC.org. TransitioNext AdvisorsTM is not a subsidiary or affiliate of MML Investors Services LLC or its affiliated companies. Supervisory Office: 2012 West 25th Street Suite 900 Cleveland OH 44113. 216.621.5680. This report is intended to be used for informational purposes only. Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CEG Worldwide LLC. is not a subsidiary or affiliates of MML Investors Services LLC or its affiliated companies.VFO Inner Circle Special Report By Russ Alan Prince and John J. Bowen Jr.©Copyright 2018 by AES Nation LLC. All rights reserved.This report is reprinted with permission from VFO Inner Circle.Unless otherwise noted the source for all data cited regarding financial advisors in this report is CEG Worldwide LLC. The source for all data cited regarding business owners and other professionals is AES Nation LLC."
Tease: Ultra-wealthy families with long-term legacy objectives should establish a family constitution
Published: 09.01.22 By Keven Prather
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game.
Published: 04.01.22 By Keven Prather
Significant wealth can reduce many of life’s troubles—but it can’t eliminate them entirely. Even the richest among us have fears.
Published: 01.29.22 By Keven Prather
For many small to midmarket business owners, few things are more important than main-taining control of the company, minimizing risks, and rewarding the employees who make the company successful. Ownership …
Published: 12.09.21 By Keven Prather
Optionality means your ability to choose an ideal Exit Path while still having the option to pursue other paths as backups.
Published: 08.03.21 By Keven Prather