Find out more about these investment professionals on FINRA'S BrokerCheck >
Pat Foley was invited to speak at a virtual conference for entrepreneurs that included such notable keynote speakers as Peter Diamandis (author of “Abundance” and founder of the Xprize), and Verne Harnish (author of “How to Build a Meaningful Business… and Enjoy the Ride”, and founder of Entrepreneurs’ Organization).
ARTICLE: "Exit - Should you sell your business? How? And then what?"
by Patrick Foley, CFP®, QPFC
An overview of issues a business owner needs to consider when contemplating the sale of a business, with particular emphasis on how to put together a strong team of experienced exit specialists. (Read more.)
|ARTICLE: “Caribbean Tax Advantages: Puerto Rico Acts 20 and 22”
By Carlos G. Amador
An overview of alluring tax incentives for investors and business owners to eliminate certain capital gains, dividends and interest income taxes in Puerto Rico and how to take advantage of them.