The Liquidity Journal

The $15 Million Perspective: Why Your Business Exit May Be Decided Years Before You Sell

The $15 Million Perspective: Why Your Business Exit May Be Decided Years Before You Sell

The $15 Million Perspective: Why Your Business Exit May Be Decided Years Before You SellRandolph Love III
Published on: 14/08/2026

Entrepreneurs usually select an entity based on the problem immediately in front of them. “How do I start the company?” “How do I reduce administrative headaches?” “What works for my taxes this year?” Those are legitimate questions...

Q3ProspectiveShield and ScalePromotionRandolph Love IIIBusiness Exit PlanningBusiness StructuringShieldWolf Strongholds
The Exit You Do Not Plan For Still Shows Up On Time

The Exit You Do Not Plan For Still Shows Up On Time

The Exit You Do Not Plan For Still Shows Up On TimeRandolph Love III
Published on: 07/03/2026

Most business owners I meet can tell you their revenue model, their hiring plan, and the exact number they want the company to hit this year. Ask a different question and the room gets quiet...If something happened to you this weekend, who exactly buys your ownership interest on Monday?

Q1 2026Business ExitBuy SaleShieldWolf StrongholdsShield and ScaleQ1 2026 Randolph Love III
The Retirement Math Most People Miss, and Why Knowing the Source Changes Everything

The Retirement Math Most People Miss, and Why Knowing the Source Changes Everything

The Retirement Math Most People Miss, and Why Knowing the Source Changes EverythingRandolph Love III
Published on: 07/02/2026

All truths parallel. What is true and workable in one area of life is usually true and workable in another. You do not just eat any food. You check the source. So why would you accept financial guidance without checking the source of the knowledge?

Q1 2026Shield and ScalePromotionsRetirementThe Liquidity Event
The Critical Variables in Long-Term Care Planning

The Critical Variables in Long-Term Care Planning

The Critical Variables in Long-Term Care PlanningRandolph Love III
Published on: 17/12/2025

A sobering reality emerges: without meticulous preparation for long-term care, even the most robust estates can erode, leaving little to pass on.

Long Term CareLong Term Care PlanningShield and ScaleShieldWolf StrongholdsRandolph Love IIIRetirement PlanningLife InsurancePromotionQ4
End-of-Year Financial Moves for Protection and Impact: Who Should Not Buy an IUL

End-of-Year Financial Moves for Protection and Impact: Who Should Not Buy an IUL

End-of-Year Financial Moves for Protection and Impact: Who Should Not Buy an IULRandolph Love III
Published on: 29/11/2025

As the year draws to a close, savvy business leaders and investors often pause to reflect on strategies that safeguard wealth while amplifying long-term impact.

Shield and ScaleIULEnd-of-YearFinancial ProtectionFinancial LiteracyRandolph Love IIIShieldWolf StrongholdsDoug AndrewThe LASER FundPromotionsQ4Laser Fund
Rethinking Retirement: Why Some Experts Say Indexed Universal Life Beats a 401(k)

Rethinking Retirement: Why Some Experts Say Indexed Universal Life Beats a 401(k)

Rethinking Retirement: Why Some Experts Say Indexed Universal Life Beats a 401(k)Ciera Peters
Published on: 05/06/2025

Our current landscape of economic uncertainty, rising taxes, and market volatility, has affluent professionals and small business owners increasingly looking beyond traditional retirement vehicles.

401(k)IULIndexed Universal Life InsuraceRetirementRandolph Love IIIDoug AndrewShield and Scale