Millennials and Money: Next Era of Wealth Management | Accenture

Accenture’s latest wealth management report details how Millennials are changing the way wealth is managed. Read more.
— Read on www.accenture.com/us-en/insight-millennials-money-wealth-management

Pretty extensive review of millennials and wealth management and wealth building strategies.

Unknown's avatar

Author: Vince Liuzzi

I help Cleveland-area business owners do two things: buy businesses worth buying, and sell businesses at prices worth celebrating. I've been working in business brokerage and M&A with Transworld Business Advisors of Cleveland Metro long enough to know that this work is about more than transactions. Selling a business you've spent 20 years building is one of the most significant events of your professional life. Buying your first business is one of the most nerve-wracking. Both deserve someone in your corner who's been through it hundreds of times. I started this blog — Community Broker News and Views — because I got tired of watching business owners get surprised by things they didn't know they didn't know. The content here is original, it's practical, and it's built for Cleveland-area owners and buyers who want straight talk without the corporate fluff. **What I Do:** - Business valuations (complimentary, no-obligation) - Seller representation: valuation, preparation, listing, and closing - Buyer representation: search, evaluation, financing, and closing - Exit planning: helping owners prepare 1–3 years before they want to sell *Vince Liuzzi | Transworld Business Advisors of Cleveland Metro* *Serving Cleveland, Akron, and Northeast Ohio*

Leave a comment