Amanda Leija, Wealth Advisor at Equitable Advisors

Amanda Leija, Wealth Advisor at Equitable Advisors Freedom Financial Partners, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Freedom Financial Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Check out LPL Financial Research's Weekly Commentary on the market: "Signs Point to a Normalization, Not a Crisis". htt...
09/08/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Signs Point to a Normalization, Not a Crisis". https://static.fmgsuite.com/media/documents/0a8e095d-26db-4c5c-8028-5f14e2b97921.pdf

Many family businesses hope to pass the company to the next generation.Unfortunately, hope is not a succession plan.Ques...
09/08/2026

Many family businesses hope to pass the company to the next generation.

Unfortunately, hope is not a succession plan.

Questions every owner should consider:

❓ Does the next generation want the business?
❓ Are they qualified to lead?
❓ Have ownership transitions been discussed?
❓ Is there a written succession plan?

Avoiding these conversations today often creates conflict tomorrow.

Every business owner should know what their company is worth.Unfortunately, assumptions and reality don't always match.A...
09/03/2026

Every business owner should know what their company is worth.

Unfortunately, assumptions and reality don't always match.

A valuation can help answer:
📊 What is the business worth today?
📊 What drives value?
📊 What reduces value?
📊 What improvements could increase a future sale price?

Understanding value today may help you make better decisions tomorrow.

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7....
09/01/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7.pdf

💡 A higher sale price doesn't always mean more money in your pocket.I've seen business owners spend years growing compan...
09/01/2026

💡 A higher sale price doesn't always mean more money in your pocket.

I've seen business owners spend years growing company value but very little time planning for taxes.

The result?

A significant portion of the proceeds may go to taxes rather than the owner and their family.

Before pursuing a sale, it may be worth exploring:
✅ Entity structure
✅ Tax-efficient gifting strategies
✅ Charitable planning
✅ Estate planning strategies

Sometimes it's not what you sell your business for.

It's what you keep afterward.

Check out LPL Financial Research's Weekly Commentary on the market: "The Cash Flow Case for Value". https://static.fmgs...
09/01/2026

Check out LPL Financial Research's Weekly Commentary on the market: "The Cash Flow Case for Value". https://static.fmgsuite.com/media/documents/9546ba0f-a55e-4612-ab15-fde0117a63dc.pdf

Many owners focus so much on selling the business that they forget to ask:"What happens next?"The most successful exits ...
08/27/2026

Many owners focus so much on selling the business that they forget to ask:

"What happens next?"

The most successful exits include planning for:
✅ Income
✅ Purpose
✅ Family
✅ Lifestyle
✅ Philanthropy

A business exit is not simply a financial event.

It's a life transition.

Make sure you're planning for both.

Many business owners say:"My business is my retirement plan."But what if: ❓The sale is delayed? ❓The valuation comes in ...
08/25/2026

Many business owners say:

"My business is my retirement plan."

But what if:
❓The sale is delayed?
❓The valuation comes in lower than expected?
❓Market conditions change?

A successful exit is not just about selling the company.

It's about understanding how the proceeds support your long-term goals, income needs, family, and legacy.

Your business may be your largest asset, but it should not be your only plan.

Check out LPL Financial Research's Weekly Commentary on the market: "Stock Market Tug of War: Earnings vs. Rates". https...
08/24/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Stock Market Tug of War: Earnings vs. Rates".https://static.fmgsuite.com/media/documents/a0060be1-be17-40a1-9322-c5c9a4871952.pdf

🚨 A commonly overlooked estate planning step after a major life event?Failing to update beneficiary designations.Many pe...
08/24/2026

🚨 A commonly overlooked estate planning step after a major life event?

Failing to update beneficiary designations.

Many people assume their will controls where assets go, but retirement accounts, life insurance policies, and certain investment accounts typically pass according to the beneficiary listed on the account.

After a divorce, the loss of a spouse, or significant family changes, it's important to review:

✅ Retirement accounts
✅ Life insurance policies
✅ Annuities
✅ Transfer-on-death accounts

A beneficiary review can be one of the simplest yet most impactful planning steps you take.

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1 Riverfront Place, Ste 630
North Little Rock, AR
72114

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