William Yex

Your best employee just quit. Now what? Most trade business owners are one resignation away from a serious probkem -- and they won't realize it until the phone stops getting…

Most trade business owners are great at making money. The ones who build real wealth are the ones who have a plan for where it goes — before it disappears.…

You Built the Business. But is 85% of Your Net Worth Riding on It? Most trade business owners don’t realize how much of their financial future depends on one thing…

By William Yex, CFP®, CEPA®, Wealth Management Advisor Whether you run an HVAC company, a plumbing operation, an electrical contracting business, or a landscaping crew — there are legal, IRS-approved…

Many HVAC Owners May Be Missing Opportunities to Enhance Business Value Before a Sale. By William Yex, CFP®, CEPA®, Wealth Management Advisor Drive down any highway in America and count…

Many HVAC Owners May Be Missing Opportunities to Enhance Business Value Before a Sale. Not at the sale. In the years before it. The decisions you are making today —…

You built a profitable HVAC business. Now make sure you are not overpaying the IRS. Many HVAC owners may be paying more in taxes than necessary every year -- not…