Both Sides Now – One Advisor’s Story About His Own Charitable Exit

Change of form, reversal, plan vs. change, change in search of better opportunities, isometric traders pushing out another arrow inside an arrow in the opposite direction

Entrepreneurs and business owners are among the most charitably-inclined Americans, and there are so many opportunities for philanthropy before and during a business sale. In 2025 alone, we worked on more than 400 business gifts that transferred over $1B to charity. In this webinar, we’ll focus on one of those gifts with Rob Siegmann, co-founder of Total…

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