06/09/2026
Imagine selling your business for more money than you could ever spend, and then becoming depressed.
This happens because the business you built was your baby and your identity was wrapped around it.
It was the vehicle for your personal growth, your mental stimulation, your social life. It was your mission when you got up in the morning.
When the transaction is over, some people get severely disoriented.
Part of the discussions I have with our families is helping define what happens next and figuring out what projects can be funded with the new money.
Planning out this phase of life is essential.
The investment portfolio I build for them is a means to an end.