Mr. Rosenfarb serves as a Transition Architect, thoughtfully designing a plan for owners to maximize the after-tax value of their company, achieve financial security and maintain family harmony. Equally importantly, he assists in the restructuring and deployment of a family’s human and financial capital with the ultimate goal of maximizing prosperity.
In addition, Mr. Rosenfarb operates Freedom Wealth Advisors a multi-family office recognized by The CPA Wealth Provider for innovation in financial planning. Noah’s holistic approach to wealth management helps clients feel more comfortable, confident and secure about their financial future, thereby meeting the firm’s vision of Financial Freedom.
Prior to creating Freedom, Mr. Rosenfarb was Partner at a CPA firm that went on to merge with Marcum, LLP. He began his career there by helping business owners increase income, profits, cash flow and the value of their companies. He accomplished this by co-creating strategic business plans and developing and implementing performance based compensation systems.
Clients relied on Mr. Rosenfarb to provide negotiating strategy and guidance for merger, acquisition and divestiture activity. He applied these same principles to help his firm grow from $2.5MM and 12 people when he joined the firm to $15MM and 70 people when he left 9 years later.
Mr. Rosenfarb has testified in numerous courts as an expert witness and has lectured on technical topics such as business valuation, exit planning, personal productivity, investments, estate planning and family office services. He is the author of EXIT: Healthy, Wealthy and Wise.
Learn about buy-sell agreements and why they are an integral part of exit planning.
High net worth families have unique transfer challenges when it comes to preserving wealth and improving the business transition experience for the next generation.
Strategic planning can be a simple enough process to start. Use these three questions to get yourself positioned to increase business value.
While you're busy coordinating the fine print of your business sale, you may want to consider including your mangement team in the discussion. This article explores the...
At the end of a long business career, it can be difficult to know what to do next. This is why exit planning before you reach the point of retirement is so important...
Podcast with John Bly, author of 'Cracking the Code: An Entrepreneur’s Guide to Growing Your Business Through Mergers and Acquisitions for Pennies On The Dollar.'
Valuation is important when selling a business, but after-tax proceeds are even more critical. Learn about methods to figuring out how much money an owner needs to be...
Eighty percent of people with wealth in excess of $5 million gain it through entrepreneurship. Learn about wealth management strategies from Richard C. Wilson, a leading...
There are a multitude of issues that could derail the sale of a business. In this podcast, we explore 10 impediments that can reduce the chances of successfully selling...
Growthink's co-founder and CEO, Jay Turo, provides a candid interview on best practices for strategy planning in lower mid-market businesses.
In this podcast, Lisa Gray, founder of Graymatter Strategies LLC, explores how family businesses can prepare emotionally and financially for the transition from earning...
The sale process is the moment of truth when you convert all of your hard work into cold hard cash. Most entrepreneurs only get the chance to do it once. Here is an...
Many middle market entrepreneurs work hard every day to build up their business value. This podcast takes a different spin and educates business owners on family wealth...
Have you defined what a successful exit actually looks like? Do you have a realistic goal for when you want to sell the company and how much you want to sell it for?
Understand the different ways that owners have utilized capital structure to enhance the growth of their business and, eventually, their exits.
If you could purposely - not accidentally, but purposely - create the culture that had the highest probability of causing your people to perform at the highest levels,...
Bo Burlingham's book, Finish Big, summarized his research with entrepreneurs on the keys to a successful and happy exit from a business.
In the past, knowing the real-time value of your private businesses was impossible. BizEquity is changing that by democratizing business valuation for the Small and...
Many entrepreneurs dream of building and exiting a billion dollar business. Learn how from Terry Freeman, an entrepreneur who has done it before.
Private equity buyers can be a great exit option for many middle market business owners. In this podcast, learn the basics of private equity and how to attract...
Learn about the opportunities present in micro private equity. Deal structuring will be an important skill for young entrepreneurs looking to acquire businesses and...
What if you died and your spouse just inherited your business. What should they do with it? Learn more about business continuity planning in cases of unforeseen events.
If you want to sell your company, you must prove to a buyer that success is not dependent on your day-to-day involvement. But how can you start to remove yourself from...
Learn how owners can make sure their business and family legacy is long-lasting and positive.
Plan for the transition from earning money or wealth accumulation as a business owner, to spending money or wealth utilization after you sell your business.
In this podcast with Stuart Sorkin, learn about common exit planning mistakes and things you can do right now to prepare for an exit.
In this podcast, Chris Mercer talks about invaluable strategies for unlocking the wealth in private businesses and creating financial independence for business owners.
In this podcast, James Darnell of KLH Capital shares his experience of partnering with business owners in the lower middle market.
What does it take to sell your business for an Outrageous Price? Find out in this interview with Kevin Short, author of Sell Your Business for an Outrageous Price
There are lots of articles from advisors on selling a business, but business owners want to hear from their peers on what to look out for. In this interview, Mike...
Discover how you can exit your business at a more lucrative price to the right successor.
Business succession can be a very stressful process for families. In this podcast, an industry pioneer discusses some fundamental ways for your succession to be a...
Discover the problems that face families when transferring wealth and understand what you can do to make the process a smooth one.
Exit planning is understanding the correlation between the way a business is run and its valuation.
Michael Carter, CEO and president of BizEquity, talks about their simple and affordable online tool to value a lower mid-market business.
Author of two international best-seller books, Tom Deans, Ph.D. provides a thought-provoking and contrarian approach to business succession planning and family wealth...
Learn methods to uncover hidden values in a business and specific tools that owners can used to create freedom by removing themselves from active operations of their...
Learn the basics about buying and selling an online business.
Are you thinking of taking on a private equity partner? Here are some things to consider when evaluating potential suitors.
Wealth brings complexity. In this podcast, Matthew Wesley, a family succession expert, shares his experiences in managing the dynamics of a family business.
The middle market represents 1/3 of private sector GDP and employs approximately 25% of the total labor force. Yet, it is estimated 70% of mid-market businesses can...
The average business has a 26% value gap. Think of it as the amount of money that you would leave on the table if you went to sell your company today. CoreValue is a...
John Warrillow, author of the best sellling book 'Built to Sell', provides his expert advice on how owners can build a valuable and sellable business.
Software robots are an emerging trend in business process automation. They reduce the time and cost of carrying out common business processes. Manual triggers are being...
Cory Janssen, co-founder of Investopedia and Divestopedia, shares his nuggets of wisdom learned from selling Investopedia to Forbes.
Divestopedia is proud to be a media sponsor for the Exit Planning Institute’s 2013 International Conference. Learn more about the event and exit planning best practices.
Most business owners only sell a business once. Serial entrepreneurs are a different breed, though. They understand maximizing value and exploiting market timing. In...
Learn exit planning strategies from the original exit planning coach, Peter Christman.
Why should you start planning the exit from your business now? Well, it can help prepare you emotionally and financially to go from wealth accumulation to wealth...
In this Divestopedia Podcast, host Noah Rosenfarb, CPA continues his interviews with attorneys, M&A experts, accountants, valuators, exit planners and entrepreneurs who...
In this Divestopedia Exit Strategy Podcast, host Noah Rosenfarb, CPA interviews Bruce C. Rosetto, Esq., an entrepreneur-turned-counselor to entrepreneurs.
