Protect your wealth, lifestyle, and legacy with smart financial planning, diversification, and advisory support. Written by Kate Vriner.

Learn how to protect employees, customers, and your legacy during a business sale with five proven transition strategies. By Kate Vriner.

Profitability isn’t enough. Discover hidden value drivers like recurring revenue and customer diversification. Written by Kate Vriner.

Business owners who prepare 3–5 years in advance achieve higher valuations. Learn key steps to maximize your business value. By Kate Vriner.

Compliance and sustainability protect your business and increase valuation. Learn five strategies to turn obligations into opportunities. By Kate Vriner.

Explore five strategies to build a predictable growth engine with sales systems, marketing, and partnerships. Written by Kate Vriner.

Learn how to safeguard your business against cyber threats, downtime, and outdated systems with smart technology and risk management. By Kate Vriner.

Discover five proven strategies to attract and retain top employees, reduce turnover costs, and increase business value. Written by Kate Vriner.

In this fourth of four episodes, Dinergy Wealth CEO Joe Lind shares his love of running and talks about how the journey of his first marathon parallels the investing process.  Today Joe discusses the well deserved post race recovery day.

Avoid common pitfalls when selling your business. Learn the top 5 deal killers that can derail a sale and how Sunbelt Business Brokers can help you succeed.

In this third of four episodes, Dinergy Wealth CEO Joe Lind shares his love of running and talks about how the journey of his first marathon parallels the investing process.  Today's topic - the day where it all pays off:  RACE DAY!

In this second of four episodes, Dinergy Wealth CEO Joe Lind shares his love of running and talks about how the journey of his first marathon parallels the investing process.   This conversation is about the grind of training and how to push through it.

Let’s talk about the practical steps you can take to make sure both your business—and your family—are ready for a successful transition.

In this first of four episodes, Dinergy Wealth CEO Joe Lind shares his love of running and talks about how the journey of his first marathon parallels the investing process.  Today's discussing reviews the literal first steps in the process.

How do you determine if your children – or other family members - are the right fit for ownership?

What made the event even more meaningful was seeing so many local businesses step up as sponsors, including two we recently helped transition to new ownership: Oregon Express and Bill’s Donuts.

Kate Vriner discusses the expansive reach and impact of Sunbelt, the nation’s largest private network.

Gerry Chadwick shares insights into Sunbelt Business Advisors and highlights the strength of the team behind its success.

Greg Beck, broker at Sunbelt, discusses the concept of business value and the key metrics that drive it.

Kate Vriner discusses if now is a good time to sell. Lending options.