The Most Expensive Estate Planning Mistake Happens Ten Years Before The Estate Plan
Over the years, I've worked with hundreds of successful entrepreneurs, family businesses, and high-net-worth families.
FROM THE DESK OF BILL SHENKIN
Every other Tuesday, Bill shares one clear idea on the financial side of running a business well — drawn from 40 years, 40 tax seasons, two firms built and sold, and $2B+ in transactions guided. One big idea. One number that matters. What he's watching next. No jargon, no filler — a five-minute read you can act on.

Over the years, I've worked with hundreds of successful entrepreneurs, family businesses, and high-net-worth families.

Over the course of my career, I've sat in hundreds of management meetings, lender meetings, investor presentations, and board meetings.

Early in my career, I had the opportunity to help build the financial projections and investor presentations for what would eventually become the Colorado Rockies franchise.