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Exit Planning to Achieve Strategic Business Value

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Regal Wealth Advisors | Jul 24, 2023

Executing Fundamentals: A Key Competitive Advantage

“I never listen to what people say, I just watch what they do.  Behavior never lies.”  

“Difficulties mastered are opportunities won.”

 -Winston Churchill

As

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Regal Wealth Advisors | Jul 24, 2023

Relentless Execution: The #1 Driver of Value Acceleration

As discussed in another post, value acceleration is a proven process based upon the alignment of business, personal, and financial goals.  It can dramatically

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Regal Wealth Advisors | Jul 24, 2023

Intellectual Capital: Your Most Valuable Assets

In his book, The Wealth of Knowledge, Thomas A. Stewart defined intellectual capital as “…talent, skills, know-how, know-what, and relationships—and machines

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Regal Wealth Advisors | Jul 24, 2023

Effective Exit Planning IS Excellent Business Strategy for TODAY

Good exit planning is not a strategy to be used only when you decide it is time to consider selling your business. Rather, it is a highly effective business

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Our Offices

Lancaster Office

108 Foxshire Drive,
Suite 2,
Lancaster, PA 17601

Monday - Thursday 9 am - 5 pm,
Friday 9 am - 1 pm (Office hours only)

Sarasota Office

1990 Main Street,
Suite 750,
Sarasota, FL  34236

By appointment only

Contact Us

Email: mike@regal-wealth.com
Main: 717-205-1850
Sarasota: 941-263-2503
Mobile: 717-297-1698
Fax: 717-473-4063

Get in Touch

Securities offered through J.W. Cole Financial, Inc. (JWC), Member FINRA / SIPC.

Advisory Services offered through J. W. Cole Advisors, Inc. (JWCA). Regal Wealth Advisors and JWC/JWCA are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.

For a copy of JWC’s Form CRS please visit https://www.jw-cole.com/disclosures/. For a copy of JWC’s Disclosure Supplement please visit https://www.jw-cole.com/disclosures/. By following the link, you consent to the receipt of the Form CRS electronically. For a copy of JWCA’s Form CRS please visit https://jwcoleadvisors.com/disclosures/. By following this link, you consent to the receipt of the Form CRS electronically.

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