Wilson Lewis

Banyan Capital Management is an independently owned and operated financial firm based in Atlanta, GA. They are not affiliated with Charles Schwab Co., Inc., a registered broker-dealer. While Schwab provides services related to client accounts, they do not endorse or recommend Banyan Capital Management's investment strategies. Clients should be aware that Schwab does not review the content of Banyan Capital Management's website and does not make any representations regarding the information found there.Generated from the website

Atlanta GA - White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, announces the launch of Navix, a 14-step process for business value creation and exit planning.Navix provides a framework for White Horse Advisors' exit planning clients to chart a course for their business and personal goals. The 14-step process takes business owners from the initial determination of exit strategy, through risk management, tax and succession planning, and eventually to life after exit."Exit planning is the conscious effort to grow your business in a manner that can efficiently convert ownership into personal financial freedom and confidence, " said Patrick Ungashick, president of White Horse Advisors. "In our experience, most business owners have more than half of their personal net worth tied up in the business and its supporting assets. Navix identifies and implements strategies designed to maximize business value and tax-efficiently extract that value for personal financial freedom."About White Horse AdvisorsWhite Horse Advisors, LLC is a specialized, independently-owned company that provides fee-based financial and advisory services to the owners of closely-held businesses and retirement plan sponsors. Our professionals strive to deliver sound solutions, financial advice and strategies in coordination with clients' tax, legal and other advisors. As of June 30, 2010, White Horse works with more than 100 clients located in more than 15 different states, and advises on more than $700 million of client assets.

Nyhart is an award-winning employee-benefit consulting actuarial and administration firm headquartered in Indianapolis, IN, with a rich industry experience dating back to 1943. Serving a diverse clientele that includes municipalities, healthcare systems, and educational institutions, Nyhart manages client assets exceeding $20 billion through tailored consultative solutions. Since becoming part of FuturePlan by Ascensus in December 2019, Nyhart has strengthened its position as a leading independent actuarial and retirement benefit consulting firm, providing services to over 2,000 clients across all 50 states. With a robust team of nearly 100 actuaries and consultants, Nyhart leverages proprietary software platforms to enhance efficiency and reduce costs for their clients. Generated from the website