A strong investment portfolio is important. It just isn’t the whole plan. For many affluent families, the real challenge isn’t finding another market update, fund
A business can look successful on paper and still be difficult to transition. That’s a hard sentence for many owners to hear. It’s also one
At a certain level of success, financial decisions stop being straightforward. Not because anything is going wrong, but because there are more variables—more moving parts
A few years ago, a business owner shared something that perfectly captured a common challenge: “I’m great at running my business… but when it comes
How a little planning now can set you up for a stronger year ahead Happy New Year! Too early to talk about tax season? Maybe.
2025 Year-End Financial Reset: Your Roadmap to a Strong Start in 2026 For successful individuals and business owners, year-end financial planning isn’t just about checking
Make Smart Tax Moves: Your 2025 Year-End Tax Planning Guide As the year winds down, now is the perfect time to take stock of your
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® For many business owners, the journey toward a successful business transition represents one of
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® In the journey of business ownership, most entrepreneurs focus intensely on building enterprise value
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® For business owners contemplating the future of their enterprise, personal financial readiness represents a
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® As a business owner, you’ve likely spent years building your company from the ground
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® When it comes to transitioning ownership of your business, many entrepreneurs make the critical
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® For many entrepreneurs, selling a business is the single largest financial event of their
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® Business owners often dedicate their energy and capital toward growing their companies, which can
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® Selling a company is the single most significant financial event of many business owners
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® For many business owners, the company they’ve built is more than just an asset-
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® As tax season approaches, business owners must prepare to file accurately while maximizing deductions
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® Preserving generational wealth is a priority for high-net-worth families who aim to ensure their
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® In the dynamic world of business finance, a private equity recapitalization (PE Recap) has become
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director Jonathan Penta’s Panel Discussion on Driving Transformation and Growth For mid-sized companies preparing for an
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® As a business owner in New England, you’ve poured your heart and soul into
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director In New England’s dynamic business landscape, privately held companies face unique challenges and opportunities in
Jonathan Penta, CEPA®, President & CEO of Penta Wealth Management, cordially invites you to an exclusive dinner event on “Driving Transformation and Growth: Unlocking Your
Unlocking your Company’s Value Sept 19th Business Owner EventFull Panel Discussion Event Highlights September 19th, 2024 Experience an exclusive panel discussion featuring industry leaders, including
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director Critical Drivers for Optimal Deal Outcomes In the dynamic landscape of entrepreneurship, successful business owners
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director In the dynamic business world, unforeseen challenges can emerge unexpectedly, testing the resilience of even
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director As the April 18th tax filing deadline approaches, it serves as a stark reminder of
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director Maximizing Profitability Through Expert Insights The best teams in the league rely on their quarterbacks,
1. Are You Your Own Worst Nightmare in Your Business? 2. The Impact of Unplanned Consequences on Business Value 3. The 5 Ds 4. Decentralizing
How do you plan to innovate and personalize your approach to wealth management in 2024? Successfully navigating the financial landscape demands strategic planning and adaptability.
As 2023 ends, it’s time to reflect on your financial journey and make strategic plans for the future. Now is the time to review your
When the time and opportunity arise to hand your business over to new leadership, the importance of succession planning cannot be overstated. Succession planning is
With the holiday season approaching, you may be starting to consider your options for charitable giving. Charitable donations are a great way to find a
November is Long-Term Care Awareness Month, a time when we focus our attention on the vital role of long-term care and how its importance must
We invite you to download these publications that contain important information for your business.
Although the pandemic may have caused certain leaders to stay longer than expected, they will eventually decide to exit. Those lacking a solid exit strategy are at a risk of challenges associated with leadership change once the pandemic is over.
Learn more about when refinancing is worth it, along with factors your lender will consider when extending credit.
Looking for ways to optimize your growth while planning for the future? Check out these tips to help you start off the new year strong.
Your finances are extremely personal. Having a second opinion may confirm what your advisor is recommending, or open your eyes to hidden possibilities you did not expect.
Exit planning isn’t just about the future of the business, but the future of the CEO as well.
Penta Wealth Management is proud to announce that we have been named as one of the Top Wealth Management Services Providers of 2023 by Banking CIO Outlook. The list recognizes the top firms who are at the forefront of delivering wealth management services and was determined using market research focused on peer/client recommendations and best practices. We are honored by this acknowledgment and proud of our team’s commitment to excellence.
