Author Archive

Jamie Waldren

Jamie Waldren is the founder of the Waldren Group at Morgan Stanley Smith Barney and a Financial Advisor with the Global Wealth Management Division of Morgan Stanley Smith Barney in Columbia, Maryland. He specializes in working with government contractors.
Opinion

6 steps for entrepreneurs and tax planning

Wealth planning expert Jamie Waldren offers six steps business owners can take to avoid taxes and build their wealth.

  • By Jamie Waldren
Opinion

Looking to sell? Here are some critical tax implications

Financial planner Jamie Waldren explores key strategies to manage the sale of your company and various tax implications.

  • By Jamie Waldren
Opinion

How an ESOP can help your business and empower your employees

Discover how an employee stock ownership plan can transform your business, empower your employees, and provide tax advantages while fueling long-term success for your company.

  • By Jamie Waldren

5 steps you shouldn't miss when selling your company

If selling your company is your retirement plan, you'd better consider these five steps first.

  • By Jamie Waldren

4 steps to understanding your exit strategy

Selling your company doesn't just happen. Financial planner Jamie Waldren explains the critical steps to knowing when you are ready and how to execute your exit.

  • By Jamie Waldren