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.
You’re in a pinch and in desperate need of money. You’ve already asked family members for help, but nobody can assist you. You’ve heard of a personal loan before, but is taking one out a good idea?
In short, it depends on your particular financial situation. If you’ve racked up high-interest credit card debt, for example, and you can take out a personal loan with a lower interest rate to consolidate and pay off that debt, a personal loan might be right for you. But if you have other assets you can borrow against that will have lower interest rates — such as a 401(k) loan or a home equity line of credit (HELOC) — you might want to consider pursuing those lines of credit instead of a personal loan.
Here’s everything you need to know about when a personal loan might be worthwhile, and when you might want to look elsewhere.
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Trilogy Capital said it has made its largest acquisition of the year with the addition of Mountain Capital Investment Advisors.
Founded in 2011 by United States Marine Corps Veteran and former airline pilot Brandt Burns, Westminster, Colo.-based Mountain Capital serves individual, family and small business clients, with a focus on aviation professionals, according to Trilogy.
Mountain Capital's advisors, some of whom are former pilots and other aviation industry professionals, manage more than $1 billion.
In addition to investment and wealth management advice, the practice offers tax preparation and consulting services, including interview preparation for pilots and other aviation professionals, a service spearheaded by co-founder Michelle Burns, who had worked as a senior manager at United Airlines for 14 years, Trilogy said.
These services will be folded into Trilogy Tax & Consulting.
Financial terms of the deal weren't disclosed.
The addition of Mountain Capital marks Trilogy's 11th location in Colorado, according to the firm.
Founded in 1999 and led by co-founder, President and CEO Jeff Motske, Irvine, Calif.-based Trilogy oversees more than $5 billion in advisory and brokerage assets from 10 regional offices, the company said.
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