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Building an Enduring Public Company

Building an Enduring Public Company: Strategic Discipline After the IPO Executive Summary Taking a company public is an extraordinary milestone. Having participated in four public offerings across the NASDAQ, New York Stock Exchange, and London Stock Exchange, I …

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A Roadmap to Creating and Growing Intergenerational Wealth

Intergenerational wealth creation is not an accidental outcome of high income or isolated financial success; rather, it is the result of intentional planning, disciplined execution, and sustained investment over long periods of time. This paper …

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Planning Early for an Enjoyable Retirement

Planning Early for an Enjoyable Retirement: A Practical Framework for Lifelong Financial Security Executive Summary Most young people do not think about retirement. Daily life, education, careers, and family demands dominate attention. Yet the single most …

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