Oswego Private Wealth

Identify the pain points in your business. Receive your business health check in minutes. https://lnkd.in/g7Rr9JTD

Thinking of an exit? Download our free exit & succession eBook https://lnkd.in/gGGTZZ5F

Thinking of an exit? Download our free exit & succession eBook https://lnkd.in/gGGTZZ5F

Update: We have some new insights to share from our latest piece on Trump's recent tariff announcements and the implications on the market. Read here: https://bit.ly/3QQw2yg

Find the hidden opportunities for growth and efficiency in your business. Speak to a professional business advisor to unlock business value. https://lnkd.in/gVuKEWfB

Strategy is everything! In today's short clip from the latest installment of our podcast, Carl J. Cox shares an experience of revitalizing a company's culture and value when applying a new strategic vision and principles. Catch the full episode via the link below or on your favorite podcasting platform: https://bit.ly/4b5EIKC #WealthManagement #BusinessStrategy #40Accounting #40Strategy

Have you considered selling your business? Try this free assessment to learn how attractive your business is to a potential buyer. https://lnkd.in/g7Rr9JTD

CPA's and bookkeepers are in high-demand among business owners and successful entrepreneurs these days. Thankfully, Carl J. Cox and his team at 40 Accounting are stepping in to address their concerns and maximize their efforts. Catch the full episode via the link below or on your favorite podcasting platform: https://bit.ly/4b5EIKC #WealthManagement #BusinessStrategy #40Accounting #40Strategy

Carl J. Cox, our most recent guest on Lessons by the Lake, stopped by to share some interesting details surrounding his latest company 40 Accounting. But what's the significance of the "40?" Catch the full episode via the link below or on your favorite podcasting platform: https://bit.ly/4b5EIKC #WealthManagement #BusinessStrategy #40Accounting #40Strategy

Recognizing the value of your business can be tricky for some business owners. Many business leaders overlook the power of precise financial data—but as we discussed in our latest Lessons by the Lake episode, getting your numbers right can mean the difference between growth and stagnation. Catch the full episode via the link below or on your favorite podcasting platform: https://bit.ly/4b5EIKC #WealthManagement #BusinessStrategy #40Accounting #40Strategy