Exit planning involves arranging your business and personal finances prior to a sale. The process can be very complicated as it often deals with taxes, investments, estate planning and more.
 

Working with Professionals to Sell Your Business

When we imagine the very wealthy, we often think of Wall Street executives and star professional athletes. But the truth ... Read More

 

Why Setting Goals Is Important, Even If They Change

Setting goals is critically important to owners who begin Exit Planning. Without goals, even the strongest processes fail, because they ... Read More

 

Keeping It in the Family: Transferring the Business to Children

Business owners often dismiss the option of selling their businesses to employees because employees rarely have enough money to buy ... Read More

 

What Comes First? Estate Planning or Exit Planning?

A successful business Exit Plan achieves three important owner goals: Financial Security: The business sale or transfer provides the amount ... Read More

 

The Surprising Secret to a Big Exit

We get to see a lot of company founders who are contemplating an exit. Some of our customers get lucky ... Read More

 

Business Continuity Planning for Co-Owners

Imagine that on the eve of your wedding, you make a plan to divorce your spouse, on friendly terms, in ... Read More

 

Maintain Control, Save on Taxes, and Set Fair Value Using a Buy-S...

There is a strong case for creating a Buy-Sell Agreement for co-owned businesses. If owners agree about how to appraise ... Read More

 

One Way to Decide When to Sell

How do you know the right time to sell your company? One answer to this age-old question is that the ... Read More

Coronavirus & Your Money

Join us for a LIVE VIRTUAL WORKSHOP from the comfort of your own home (online), where we’ll help you to sift through the noise and fear to arrive at actionable takeaways. We will cover topics such as:
  • Investment strategies that will no longer work post-coronavirus
  • What opportunities are available to take advantage of today
  • How to generate retirement income during a market downturn
  • How to position your portfolio to take advantage of the rebound
  • And much more!
Register for the Workshop