In this episode, we feature Jonathan Goldhill, a renowned family business coach and thought leader. Jonathan wears many hats in his service to clients, acting as an advisor, consultant, trainer, facilitator, and business therapist. He provides strategic thinking, execution planning, and accountability coaching to businesses. Since 1987, The Goldhill Group has been dedicated to supporting closely-held and family business clients in the lower-middle market nationwide.

To learn more about The Goldhill Group, visit www.thegoldhillgroup.com and follow their social media pages. Additionally, check out Jonathan’s podcast, The Disruptive Successor Show.

For more resources on this topic, we encourage you to contact us through our website at capitaledgewealth.com. We would be happy to discuss this in greater detail.

Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Tim Montfort and Jonathan Goldhill are not necessarily those of Raymond James. Raymond James is not affiliated with and does not endorse the opinions or services of Jonathan Goldhill or The Goldhill Group.