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    8 Ways to Increase Your ESOP Value and Wealth
    Peter Newman, CFA
    • Oct 20
    • 4 min
    ESOP

    8 Ways to Increase Your ESOP Value and Wealth

    Why Life Insurance Matters for Business Owners
    Peter Newman, CFA
    • Apr 28
    • 3 min
    Business Owners

    Why Life Insurance Matters for Business Owners

    Dear Business Owners, Secure Your Retirement Savings
    Peter Newman, CFA
    • Apr 21
    • 2 min
    Entrepreneurs

    Dear Business Owners, Secure Your Retirement Savings

    Business Owners: Plan Your Exit Strategy
    Peter Newman, CFA
    • Apr 14
    • 2 min
    Business Owners

    Business Owners: Plan Your Exit Strategy

    Retirement Roadmap for Business Owners
    Peter Newman, CFA
    • Apr 7
    • 3 min
    Entrepreneurs

    Retirement Roadmap for Business Owners

    Using IP Strategy to Think Through, Think Ahead and Think Around the Competition
    Vince Egolf
    • Jul 29, 2021
    • 6 min
    Entrepreneurs

    Using IP Strategy to Think Through, Think Ahead and Think Around the Competition

    Business Owners - What Will Be Your Legacy?
    Peter Newman, CFA
    • Jul 22, 2021
    • 4 min
    ESOP

    Business Owners - What Will Be Your Legacy?

    Comparing Your Exit Options
    Peter Newman, CFA
    • Jul 15, 2021
    • 5 min
    Business Owners

    Comparing Your Exit Options

    Entrepreneurs - What is your business really worth?
    Peter Newman, CFA
    • Jul 8, 2021
    • 6 min
    Entrepreneurs

    Entrepreneurs - What is your business really worth?

    Succeeding at Business Succession
    Peter Newman, CFA
    • Jul 1, 2021
    • 3 min
    Entrepreneurs

    Succeeding at Business Succession

    3 Questions to Ask Before you Sell Your Business
    Peter Newman, CFA
    • Apr 27, 2019
    • 3 min
    ESOP

    3 Questions to Ask Before you Sell Your Business

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    Peak Wealth Planning

    2723 Valley Brook Dr.

    Champaign, IL 61822 

     

    217-840-8401

    Schedule a Discovery Call

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    Serving areas in and around: Illinois (Champaign, Urbana, Springfield, Bloomington, Peoria, Chicago, Clarendon Hills, Long Grove, Buffalo Grove, Naperville, Evanston, Western Springs, Bannockburn, Oak Park, Hinsdale, Vernon Hills, Wilmette, and La Grange Park), Colorado (Fraser, Winter Park, Denver, and Aspen), and Florida (Vero Beach and Orlando), and nationwide.

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