When you’ve built a successful business, it’s never too early to plan for its eventual sale. But the closer you get to the end goal, the more risk you’ll encounter.
To review the potential threats and discover concrete strategies for success, follow the link to Nick’s latest article here.
© 2025 Fieldpoint Private. Banking services by Fieldpoint Private Bank & Trust. Member FDIC.
Trust services offered through Fieldpoint Private Trust, LLC, a public trust company chartered in South Dakota by the South Dakota Division of Banking, and an affiliate of Fieldpoint Private Bank & Trust, under common ownership.
Nicholas Bertha
President, Fieldpoint Private Trust, LLC