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February 15, 2023

Navigating Business Sale

Considering the number of successful public companies out there, businesses are being bought and sold all of the time. When it comes to a business or asset sale, companies have some additional responsibilities and components that factor into their overall strategy.
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January 15, 2023

About Our 7 'Bridges' - #1: "Know Your Worth!"

At SevenBridge Financial, we believe in the success of our clients — and are committed to assisting in wealth management/financial planning for you and your company's future. 
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December 15, 2022

About Our 7 'Bridges' - #2: "Think to the Future!"

When it comes to planning your financial future, it’s important to remember that managing money is not a one-size-fits-all. Financial planning means assessing your personal and business priorities, lifestyle, and desired outcome for your company.
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November 15, 2022

Why 'Multi-Generational' Financial Planning is Important

Although often tightly interconnected, family dynamics can shift and change over time - especially across generations. As one grows personal or familial wealth, multi-generational planning helps to achieve fiscal security and assurance for future generations.
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October 15, 2022

What are the Main Components of Financial Planning?

No matter the goals or milestones you and your company are aiming to achieve, it is only possible through the act of proper planning. Financial planning is perhaps the most important element in any company or brand, big or small.
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September 15, 2022

The Importance of Strategic Alignment for Thriving Businesses

There are certainly many moving parts when it comes to properly managing your wealth and your business. At Sevenbridge Financial Group, we are always striving to provide our clients with the most personalized approach.
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