Keven Prather specializes in serving the complex needs of business owners through Financial Planning and Business Transition/Exit Planning. Using a Total Wealth Planning approach, Keven’s objective is to turn complex problems into actionable, understandable and manageable steps, by collaborating with business owners, their family, and strategic partners. Keven can be reached at (216) 592-7314 or kprather@financialguide.com. www.TransitioNextAdvisors.com.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services LLC. Member SIPC. www.SIPC.org. TransitioNext Advisors is not a subsidiary or affiliate of MML Investors Services LLC or its affiliated companies. Supervisory Office: 1956 Carter Rd., Suite 200, Cleveland, Ohio 44113. (216) 621-5680.
This report is intended to be used for informational purposes only. Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney, legal, or tax counsel for advice on specific legal and tax matters.
CEG Worldwide LLC is not a subsidiary or affiliate of MML Investors Services LLC or its affiliated companies. VFO Inner Circle Special Report by Russ Alan Prince and John J. Bowen Jr. ©copyright 2024 by AES Nation LLC. All rights reserved. This report is reprinted with permission from VFO Inner Circle. Unless otherwise noted the source for all data cited regarding financial advisors in this report is CEG Worldwide LLC. The source for all data cited regarding business owners and other professionals is AES Nation, LLC. CRN202705-6588010
Planning for your business’future success is a long-term effort in problem solving. Usually, the problems you’ll try to solve result from the natural evolution of the business. For example, as …
Published: 04.29.20
By Keven Prather
With success come enemies, so get comfortable with others resenting you or viewing you negatively.
Published: 04.01.20
By Keven Prather
As with any decision, there are both positives and negatives to a will. The benefits of writing a will far outweigh the drawbacks.
Published: 03.01.20
By Keven Prather
The heads of many of the wealthiest families are concerned about their heirs’ ability to smartly deal with the money and business assets they will one day inherit. This is …
Published: 02.01.20
By Keven Prather
Using a trust to freeze the value of your company can help you pass on sizable sums to your heirs — free of estate taxes.
Published: 01.01.20
By Keven Prather
