Unlocking Your Savings: Understanding the Tax Benefits of the ‘One Big Beautiful Bill’
At Wealthrive, our mission is to empower you with the knowledge and strategies to navigate the evolving financial landscape with confidence. The recent signing of the “One Big Beautiful Bill Act” (OBBBA) by President Trump on July 4, 2025, represents a landmark legislative achievement that promises to reshape the tax obligations for millions of Americans. […]
Story Time: From Coconut Grove to Cashing Out: A Tale of Love and Legacy
In the sultry haze of a Coconut Grove evening nearly half a century ago, Ron Rose, a 26-year-old with a mop of sandy brown hair and piercing blue eyes, met a precocious 10-year-old named Robin Corcoran. She stepped out of her parents’ rental car, sized him up with a Bostonian lilt, and declared, “You look […]
The Art of the Exit: How Preparation Pays Off
By failing to prepare, you are preparing to fail. Benjamin Franklin’s timeless wisdom rang painfully true for John Schwartz’s father, who ran a thriving liquor distribution business. In an industry where demand rarely wavers, success seemed assured. John, a gifted salesman, fueled the company’s growth, assuming he’d one day take the reins. But his father, […]
Founder Q2 2025 Update: You Only Live Once!
As part of turning 49 on May 31, I’ve set the stage for a year filled with purpose and adventure. I’m savoring the fruits of my labor, grateful for the freedom to pursue my passions and make a lasting impact. This summer, Amanda and I will soak up the beauty of Oregon, our first time […]
Storytime: Fishing for a Solution – Sale to a Key Employeee
By Noah B. Rosenfarb, 3rd Generation CPA Charlie McCovey stood on the roof of his latest project, a detached two-story garage with a one-bedroom apartment above. Though Halloween had passed, the Florida sun beat down with summer-like intensity. From up there, he could hear the sounds of kids splashing in a pool nearby and caught […]
Story Time: The Prodigal Son Comes Home—And Inherits the Family Business
By Noah B. Rosenfarb, 3rd Generation CPA & Founder of Wealthrive.com Ron Rose was always a free spirit. From the time he was a toddler, he seemed drawn to anything with wheels and motion. At just three years old, during a family picnic, he wandered off and was eventually found in a parking lot, straddling […]
The Great Uneven Exit: Why Your Business Can’t Wait Until You’re Ready
By Noah B. Rosenfarb, 3rd Generation CPA and Founder of Wealthrive.com Dan and Sam weren’t just business partners—they were best friends. They met on a ski lift line at Breckenridge in the early 2000s. By the time they hit the bottom of the slope, they’d talked about snow conditions, college basketball, and how awful the […]
The Four Amigos and the Business Lesson That Came Too Late
By Noah B. Rosenfarb, 3rd Generation CPA & Founder of www.Wealthrive.com In high school, they were inseparable—Kenny, Andy, Mark, and Ron. Known around town as the Four Amigos, they shared everything: laughter, ambition, and a legendary Spring Break trip to Florida’s Panhandle, where Kenny, ever the charmer, convinced a group of college girls that he […]
Falling Into a Good Deal – Competitive Buy Sell (Part 2 of 2)
Lesson 3: Choose a Buyer Who Aligns with Your Vision When selling, look for a buyer who shares your values and will preserve your company’s culture and mission. Whether it’s a competitor, a private equity firm, or a strategic partner, ensure they’re committed to your employees and customers. Just as Brett prioritized his family’s security, […]
Falling Into a Good Deal – Competitive Buy Sell (Part 1 of 2)
As a business owner, selling your company can feel like jumping out of a plane at 12,000 feet— exhilarating, risky, and full of uncertainty. Brett Rose, a seasoned skydiver and tech entrepreneur, learned this the hard way during a jump that nearly cost him his life. His story offers valuable lessons for entrepreneurs preparing to […]
