"Cash flow matters, whether it’s for your business or your lifestyle, as all entrepreneurs have learned. So, for several of our clients who recently sold their businesses, the transition from living off business earnings to living off income from an investment portfolio felt foreign and uncomfortable. Those feelings were only magnified in the confusion and volatility created by the pandemic. But part of what gave our clients peace of mind was our deep knowledge of other businesses and their practices. By helping our clients invest in companies prepared to weather any financial storm, we helped ensure a more secure future for their portfolios and their assets."