Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.

Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.
Businesses with more than one owner face unique challenges in planning for the future. A buy-sell agreement is an arrangement between business partners to govern potential ownership transitions, including the “four Ds”: death, disability, divorce and disagreement.
One of the advantages of a buy-sell agreement is that can protect the company and the remaining owners by outlining how the departing owner’s shares are handled.
...Fintech-related deals in the Denver metro and Boulder metro are booming. But can the area keep up with competition on both coasts?
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