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Latest From Our Blog

How Centura Supports Goals-Based Investing Thumbnail

How Centura Supports Goals-Based Investing

In today’s world, the amount of information an individual has access to is endless. With that being said, it can be challenging to navigate the world of wealth management. With ever-changing market cycles and fluctuations, it’s important to understand your financial goals and how they will guide your portfolio.

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Keys to a Successful M&A Thumbnail

Keys to a Successful M&A

A merger or acquisition (M&A) can have a huge impact on your business, regardless of if you are the seller or the buyer. Mergers and acquisitions can offer business owners the opportunity to create more value for their business, expanding beyond what they could do alone. The process of merging or acquiring a company, however, can be a lengthy, complicated process.

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Exit Planning vs Succession Planning vs Legacy Planning: What’s the difference? Thumbnail

Exit Planning vs Succession Planning vs Legacy Planning: What’s the difference?

The terms succession planning and exit planning are sometimes used interchangeably. At the same time, legacy planning is a part of succession and exit planning strategies but can be addressed on its own for those high-net-worth individuals (HNWIs) who are not also business owners. While succession, legacy, and exit plans require care and attention, there are some important differences.

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