Wealth Management Articles by Capstone Capital
Four Lessons from Our Transition
In September 2026, I was honored to speak at a national conference in Huntington Beach, California, about what made the transition with my former business partners, Ron Leavitt and Jeff Burr, go so smoothly. Looking back, I attribute it to four main things: First, we had a clear plan. From the beginning, we were open about when Ron and Jeff wanted to retire and how the eventual buyout would work. We put those expectations in writing well before the transition took place. Second, we trusted...
Four Lessons from Our Transition
In September 2026, I was honored to speak at a national conference in Huntington Beach,...
Additional Articles
Four Lessons from Our Transition
In September 2026, I was honored to speak at a national conference in Huntington Beach, California, about what made the transition with my former...
Beauty for Ashes
My wife Andrea and I were in New York City on the 25th anniversary of 9/11. We felt somber and reverent as we walked around the memorial pools,...
Plan Your Exit Now
Whether you plan to sell your business this year or 10 years from now, don't wait until you're eager to sell before you begin preparing. Buyers can...
What the Maldives Reminded Me
Last week, my wife Andrea and I celebrated our 25th anniversary in the Maldives. It was an amazing experience. I’m more in love with her now than...
Selling Your Business? Start with the Right Team
When you’re preparing to sell your business, you’re approaching one of the most significant financial decisions of your life. The outcome will...
Don’t Bet Against Djokovic (or the Market)
Since my wife Andrea has been passionate about tennis for the past few years, I surprised her with tickets to the BNP Paribas Open in Indian Wells...
Could You Afford to Sell Your Business?
When you start thinking about selling your business, one of the most important questions you need to ask yourself is whether you could afford to...
Enjoy Life Now
Have you ever thought, "I'll be happy when I make more money," or "I'll be happy when I retire"? When you finally reached those or other milestones,...
The Best Gifts
Gift giving during the holidays is a wonderful tradition that unites families and friends. When we give in the right spirit, we remember that giving...
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