From The Helm Spinnaker Trust

Spinnaker Trust & CLMC, LLC Strategic Business Advisors: While 96% of business owners agree it's important to have an exit strategy, experts say only 13% have a current written plan in place – leaving too much unknown for what comes next. In this podcast, we’ll dive deep into succession planning, with a focus on family-owned businesses. We’ll uncover identifying readiness, finding prospective buyers, making your business more attractive for an offer, and how to seamlessly transition the hands of ownership.

The crew is back to discuss what's on the mind of investors today: rates, peak everything and inflation.

The crew breaks down 2021 first quarter: the one year anniversary of COVID lockdowns, market activity & what to expect in the second year following a recession. We discuss inflation and the great debate - growth vs. value.

The crew breaks down what we learned from 2020 markets. They also cover today's most engaging topics: value vs. growth investing, predicting interest rates, modern monetary theory, and bitcoin.

The crew is back with a timely market update to discuss inflation expectations, double dip recession concerns and of course, the election.