SYM logo

wealth planning

Owner’s Corner – Maximizing Value and Optimizing Outcomes when Selling your Business with Doug Conner and Alex Shortle (podcast)

Over the last 30 years, Doug Conner has been buying and selling lower-to-middle-market businesses in the Midwest. During this time, he has also worked as the Managing Director at Periculum Capital Company and the Principal at BrightPath Capital and Cardinal Ventures. Doug holds a Bachelor’s degree in Economics and Mathematics from DePaul University and received his Master of Business Administration degree from Harvard Business School. Alex Shortle has spent the bulk of his career supporting

Read More »

Keeping up with Emergency Savings, No Matter What

There are many good reasons why financial experts recommend building an emergency savings fund. Having a dependable reserve of money can allow anyone to handle unplanned expenses without relying on credit cards or loans. And for some, emergency savings can even make a difference between leaving a toxic job or relationship — or getting stuck in a bad situation for months, years, or even decades. In this post, we’ll talk about how emergency savings can

Read More »

How can we help?

This field is for validation purposes and should be left unchanged.