You crossed $2M in revenue. That's not small. That's not starting out. That's a real business. But here's the part no one tells you: the team that got you to $2M can't get you to $10M. Most owners try to scale with the same CPA they hired in year one. The same attorney who set up their LLC. And no real financial advisor at all. Then a tax bill hits. Or an opportunity comes. And they realize, they're underbuilt. In this blog, we'll walk through the 3 core roles every $2M busin
Brendan Fraleigh, CFP, has spent years inside the world of wealth management for athletes, close enough to see what works, what doesn't, and what nobody talks about.
These are his confessions.
Every athlete knows what it feels like to play without a full team behind them. No film session. No position coach. No coordinator calling plays. Just individual talent trying to figure it out alone. That is exactly what most professional athletes are doing with their money. They have people around them. An agent. A CPA. A financial advisor sending quarterly reports. But nobody is in the same room, working off the same game plan, making decisions together. In this blog, I am
Brendan Fraleigh, a Certified Financial Planner, breaks down everything athletes need to know about NIL and the most important things advisors should be doing for you as a collegiate athlete.
Ok, let's be real: hiring a qualified financial advisor as a professional athlete feels like finding a needle in a haystack. It is estimated there are more than 300,000 financial advisors (loose term) in the United States today. Some are ok Some are bad Some are good Few very are qualified to help professional athletes Look, let's eliminate the handful of financial advisors that are not doing good work. That leaves us with a handful of financial advisors that are good people
