Latest Notes:

Ted Oakley Video: “We Understand You”

Ted Oakley Video:

We Understand You

There’s a lot more that goes on than just managing your money after you sell your business.  You need people that can understand who you are, what’s just happened to you, and what will be happening in the next 5-10 years.

After 30+ years of working with business owners like you, we understand.

 

Don’t forget to visit our  Books Page for your complimentary print and digital copies of Ted Oakley’s books, including Crazy Time, and Danger Time.


Ted Oakley’s February 8th Appearance on Fox Business “Cavuto Coast to Coast”

On February 8th Ted Oakley joined Neil Cavuto on his Fox Business show, Cavuto: Coast to Coast, to discuss the 10-year bonds, and his thoughts on the current market movements.

Please visit Ted Oakley’s Books Page for your complimentary print and digital copies of Crazy Time, and Ted’s latest book Danger Time.

Ted Oakley Forbes Podcast: The Mindset of a Business Owner

Ted Oakley Forbes Podcast:

The Mindset of a Business Owner

On January 19, 2018, Ted joined the ForbesBooks Podcast discussing his 33 years working with business owners.  Listen to his story about how he got started and how he has come to understand the mindset of a business owner like no one else.

Listen to podcast here: Forbes Ted Oakley Podcast

 

Don’t forget to visit our  Books Page for your complimentary print and digital copies of Ted Oakley’s books, including Crazy Time, and Danger Time.

Ted Oakley Video: “Be Careful”

Ted Oakley Video:

Be Careful

Business owners who have recently sold a company have tremendous amounts of liquidity.  While rising markets may look good, Ted Oakley reminds them to “Be Careful” and remember that time is on their side.

 

 

Don’t forget to visit our  Books Page for your complimentary print and digital copies of Ted Oakley’s books, including Crazy Time, and Danger Time.