CIBC Private Wealth Management Blog
Erin Dickes

Diversification Strategies for Privately-Held Business Owners

Erin S. Dickes
March 15, 2018

Download PDF   Many successful entrepreneurs invest the lion’s share of their personal wealth in their business when getting started and reinvest any earnings so that it continues to grow. This practice is sound and often financially beneficial for the business owner. However, the flip side of the coin is that over time, the owner accumulates a concentrated position in his or her own...