Archives November 2021

• Jill T Frey
• account
• automatically
• November 29, 2021
• 0 Comments

3 Financial Habits to Immediately Automate

Investing, saving and sticking to a budget takes discipline, and that can be intimidating. According to the financial planner Orlando, a little bit of digital automation can make things a whole lot easier.

Automation? It’s simply saving more by doing less. By setting up systems that automatically put money … Read the rest

• Jill T Frey
• buyer
• financial buyer
• November 25, 2021
• 0 Comments

James Paterek: How Leadership should Steer Your Companies Through Complex Mergers or Acquisitions

James Paterek has spent his career creating and building businesses both organically and by making dozens of mergers and acquisitions (M&A) spanning over many years. In addition to performing his own transactions, he has also assisted many companies through M&As by providing leadership with a roadmap to ensure a smooth … Read the rest