n this final session of Ryan Sullivan’s AEC series, he discusses how to strategically build your firm to maximize its value and prepare for an eventual transition. Explore different methods for transferring ownership, from selling to external buyers to family succession.| info.bqe.com
In this session, expert financial advisor Ryan Sullivan, PE, provides a roadmap for assessing where you stand, balancing goals, and creating a clear system for managing and tracking finances effectively.| info.bqe.com
In this webinar, Ryan Sullivan, PE, of Off the Beaten Path Financial, brings the principles from the previous sessions to life with a real-world case study. Follow the journey of an AEC firm owner who went from financial disorganization and over-reliance on their business to achieving financial clarity, stability, and growth.| info.bqe.com
In this webinar, we’ll explore the cautionary tale of David, a firm owner who found himself financially unprepared when life didn’t go as planned. Discover the risks of relying solely on your business and learn actionable strategies to diversify income, build a sellable firm, and create a financial plan that ensures freedom and flexibility for the future.| info.bqe.com
In this session, Founder of Off the Beaten Path Financial Ryan Sullivan, PE, provides a deep dive into advanced investment strategies, diversification across asset classes, and approaches to assess and manage financial risk.| info.bqe.com