Planning for a Business Exit with Ahmie Baum

Adam Torres and Ahmie Baum discuss exiting a business.

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Show Notes:

It’s not if, but when you will exit your business, are you prepared? In this episode, Adam Torres and Ahmie Baum, Founder & CEO of Interchange Capital Partners, explore what business owners need to know when planning for an eventual exit.

About Ahmie Baum

Ahmie E. Baum is the CEO and Founder of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 40 years of practice in financial services, Ahmie has built a team that has passion for what they do that executes for each client’s unique needs. He and his team consistently strive to deliver a “WOW” client experience. Ahmie is committed to giving his clients the guidance, education and resources they need to make wise financial decisions that help them grow and protect their wealth while achieving their goals. Ahmie is a CERTIFIED FINANCIAL PLANNER (CFP®) and received the Executive Certificate in Financial Planning from Duquesne University School of Leadership and Professional Advancement.

About Interchange Capital Partners

Interchange Capital Partners is an independent registered investment advisory, offering collaborative and comprehensive planning and disciplined wealth management. With decades of experience, Interchange has developed an expertise in both helping their clients understand where they are today, and building comprehensive plans for their future. This involves providing them with the clarity, understanding and action needed to achieve their goals, ranging from retirement to legacy planning. Their strategies include wealth preservation as well as prudent asset allocation, based on cash flow and liability management.

They also help business owners grow their business value and prepare them for the inevitable transition through succession or a sale. Through collaboration, education and our own accountability, they aim to alleviate the anxiety of the learning curve and the volume of work needed to achieve the outcomes their clients desire. As an independent firm, they are able to serve their clients as true fiduciaries, with their clients’ best interests as their highest priority. 

To learn more about Interchange Capital Partners, visit https://interchangecp.com/