ELEVATE - Business Transition Consulting

Incredible news to share right at the start of the new year…thanks so much to all of our supportive clients, colleagues, and the community. It was “us” that did this - you and our team at Libertas Wealth - we truly would not exist without you. ❤️🤙🏼 Libertas Wealth Management Group, Inc. ELEVATE - Business Transition Consulting ADRENALINE Advisor Consulting Gina Howard Kim Warrick, CFP®, CRPC® Donna Koos Loren Traucht Columbus CEO

Day 1 of The 12 Days of Christmas coming at you, starting with “A partridge in a pear tree,” or should I say… building your financial branches! 😉

Is this the end? Is the market set to crash in early 2025? Is this what the view looks like from the top? Between the Dow being down more days in a row than it had been since 1978, plus all the chatter on the internet, I thought I'd help cut through the noise and share what's REALLY happening out there. Let me know if you have any questions, or if you'd like a 2nd opinion on your retirement plan or investment portfolio! https://lnkd.in/ecszjPvE #retirement #retirementplan #retirementplanning #financialplan #financialplanning #financialadvisor #financialplans #investments #investmentmanagement #wealthmanagement #wealthmanager #investing #trading #stocks #stockmarket #stockmarketcrash ELEVATE - Business Transition Consulting Libertas Wealth Management Group, Inc. Gina Howard Kim Warrick, CFP®, CRPC® Loren Traucht Winnie Tataw ADRENALINE Advisor Consulting

Are you leveraging Qualified Opportunity Zones to optimize your investments? In this episode of Elevate Your Business, Adam Koos talks with Andrew Doup, founder of Syndication Counsel, about the powerful federal and state tax incentives these zones offer. Learn how to: ✅ Maximize your returns ✅ Minimize tax liabilities ✅ Avoid common pitfalls If you're an investor or business owner, this episode is packed with actionable insights to enhance your financial strategy. 🎧https://lnkd.in/eWP2BsK7 #TaxPlanning #InvestingTips #QualifiedOpportunityZones #FinancialStrategy #BusinessPodcast Andrew P. Doup, Esq.

🌟 Ready to scale your business and exit profitably? In this episode of Elevate Your Business, Adam Koos talks with Joseph Sofia, Regional President at First National Bank. Learn the essential steps for scaling your business and making a "profitable goodbye" when it's time to sell. 👉https://lnkd.in/e2z4FRZe #BusinessGrowth #Entrepreneurship #ScalingYourBusiness #BusinessExitStrategy #Podcast Joseph Sofia First Financial Bank

🎙️ On this week’s episode of Elevate Your Business, Adam continues the "How I Built It" series with Andy Fruechtnicht, Founder, CEO, and President of Single Source IT. Andy reflects on his journey to entrepreneurship, sharing: ✅ What inspired him to start his business ✅ How he navigated the challenges of building a company from scratch ✅ The lessons he’s learned and what he wishes he had done differently Whether you’re building your own business or simply love hearing real-world entrepreneurial insights, this episode is full of practical advice and inspiration. 🎧 Watch now: https://bit.ly/3V5ubrT #Entrepreneurship #Leadership #ElevateYourBusiness #HowIBuiltIt Adam D. Koós, CFP®, CMT®, CEPA Kim Warrick, CFP®, CRPC® Gina Howard Andrew Fruechtnicht Singlesource IT

Join us for an insightful webinar on Exit Planning for Business, where industry experts will guide you through the essential steps to successfully transition your company. Whether you’re considering selling, passing on to a family member, or closing down, our panel will cover key strategies, financial considerations, and legal implications to help you maximize your business’s value. Don’t miss this opportunity to prepare for your future and secure your legacy! Register now to take the first step towards a successful exit. REGISTER NOW//bit.ly/48pmtyi

Join us for an insightful webinar on Exit Planning for Business, where industry experts will guide you through the essential steps to successfully transition your company. Whether you’re considering selling, passing on to a family member, or closing down, our panel will cover key strategies, financial considerations, and legal implications to help you maximize your business’s value. Don’t miss this opportunity to prepare for your future and secure your legacy! Register now to take the first step towards a successful exit. REGISTER NOW//bit.ly/48pmtyi

Join us for an insightful webinar on Exit Planning for Business, where industry experts will guide you through the essential steps to successfully transition your company. Whether you’re considering selling, passing on to a family member, or closing down, our panel will cover key strategies, financial considerations, and legal implications to help you maximize your business’s value. Don’t miss this opportunity to prepare for your future and secure your legacy! Register now to take the first step towards a successful exit. REGISTER NOW//bit.ly/48pmtyi

Join us for an insightful webinar on Exit Planning for Business, where industry experts will guide you through the essential steps to successfully transition your company. Whether you’re considering selling, passing on to a family member, or closing down, our panel will cover key strategies, financial considerations, and legal implications to help you maximize your business’s value. Don’t miss this opportunity to prepare for your future and secure your legacy! Register now to take the first step towards a successful exit. REGISTER NOW//bit.ly/48pmtyi