Conscious Wealth Insights
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The Silver Tsunami The Biggest Wealth Transfer in Small Business
Andrew Olsen returns to Conscious Wealth Studios with Brandon Hatton to close out the Silver Tsunami series and reflect on one of the largest business ownership transitions in American history. Every day, 10,000 baby boomers turn 65. More than half of privately held businesses in the United States are owned by that generation, and trillions of dollars in business equity will need to transition over the coming years. Brandon and Andrew revisit the central question behind the series. Who will buy these businesses, and what happens if owners wait too long to prepare? They discuss the growing opportunity for younger generations pursuing entrepreneurship through acquisition, the role technology and AI may play in reshaping small business ownership, and why this moment is creating a rare opening for operators, buyers, and founders alike. The conversation also explores the emotional side of exiting a company after decades of ownership. For many entrepreneurs, the challenge is no longer accumulating wealth. It is deciding what comes next. In this conversation, they discuss: What the Silver Tsunami means for business owners and buyers. Why this transition creates opportunity for younger generations. How technology and AI are changing the future of small business. Why timing matters when selling a company. The importance of building the right advisory team before an exit. What life after business ownership can look like for entrepreneurs.
The Silver Tsunami The Biggest Wealth Transfer in Small Business
Andrew Olsen returns to Conscious Wealth Studios with Brandon Hatton to close out the Silver Tsunami series and reflect on one of the largest business ownership transitions in American history. Every day, 10,000 baby boomers turn 65. More than half of privately held businesses in the United States are owned by that generation, and trillions of dollars in business equity will need to transition over the coming years. Brandon and Andrew revisit the central question behind the series. Who will buy these businesses, and what happens if owners wait too long to prepare? They discuss the growing opportunity for younger generations pursuing entrepreneurship through acquisition, the role technology and AI may play in reshaping small business ownership, and why this moment is creating a rare opening for operators, buyers, and founders alike. The conversation also explores the emotional side of exiting a company after decades of ownership. For many entrepreneurs, the challenge is no longer accumulating wealth. It is deciding what comes next. In this conversation, they discuss: What the Silver Tsunami means for business owners and buyers. Why this transition creates opportunity for younger generations. How technology and AI are changing the future of small business. Why timing matters when selling a company. The importance of building the right advisory team before an exit. What life after business ownership can look like for entrepreneurs.
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Brandon hosts a video series where he and the team dissect financial topics, share money memories, and more. Plus, we just like to have fun.
Tune in and subscribe to our series from the Conscious Wealth Studio as we dive into the latest financial trends and market news.
Welcoming Change
Brandon and Alissa discuss the Center for Conscious Wealth's focus on positive communication for personal transformation and better relationships. They highlight the importance of listening and adopting diverse perspectives, especially in parent-child relationships, while Brandon shares his love for coin bows, emphasizing a broader philosophy of embracing change and adaptability in life.
Welcoming Change
Brandon and Alissa discuss the Center for Conscious Wealth's focus on positive communication for personal transformation and better relationships. They highlight the importance of listening and adopting diverse perspectives, especially in parent-child relationships, while Brandon shares his love for coin bows, emphasizing a broader philosophy of embracing change and adaptability in life.
Welcoming Change
Brandon and Alissa discuss the Center for Conscious Wealth's focus on positive communication for personal transformation and better relationships. They highlight the importance of listening and adopting diverse perspectives, especially in parent-child relationships, while Brandon shares his love for coin bows, emphasizing a broader philosophy of embracing change and adaptability in life.
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Conscious Wealth Investing Update: The Market Rollercoaster and Adventures in Japan!
This week Brandon and JP sit down to discuss the rollercoaster of the market over the past few weeks and the adventures Brandon had in Japan!
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Everyday Value: Big Tech & Toilet Paper
JP & Andrew talk about valuation, fear of missing out, Big Tech, and Toilet paper. JP & Andrew talk about valuation, fear of missing out, Big Tech, and Toilet paper. Welcome to our monthly market insights video with JP and Brandon! In this video series, we explore the latest trends shaping the market landscape, offering commentary and analysis. We serve business owners, multi-generation families and high achieving corporate executives who infuse purpose into their work. Embrace the transformative power of conscious wealth and conscious investing, integrated with family office expertise, and generational wealth planning strategies. Our approach goes beyond financial solutions, aligning sustainable values with the pivotal question: How much is ENOUGH? From family wealth management to legacy wealth creation and wealth transfer planning, we're committed to serving the individual needs of families while providing valuable insights and strategies for building and preserving wealth across generations. Let's talk and embark on a journey to shape your enduring financial legacy!Conscious Wealth Investing LLC (“CWI”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where CWI and its representatives are properly licensed or exempt from licensure.No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment.All investments include a risk of loss that clients should be prepared to bear. The principal risks of CWI strategies are disclosed in the publicly available Form ADV Part 2A.Asset Allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss.#GenerationalWealthPlanning #BuildingWealth #WealthPreservation #FamilyWealthManagement #MultigenerationalPlanning #LegacyWealth #WealthTransfer #InheritancePlanning #EstatePlanning #WealthLegacy #FinancialLegacy #WealthBuildingTips #FamilyWealth #LegacyPlanning #FinancialLegacy #SuccessionPlanning #WealthPreservation #GenerationalSuccession #TransferringWealth #investing #financiallegacy #realestate
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