Exit Planning Archives - Page 6 of 22 - Strategic Wealth Partners

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.

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Have You Discovered Your Recurring Revenue Model?

June 29, 2016

When it comes to the value of your business, what happened in the past is much less important than what ... Read More

Equality and Fairness in Transfers to Kids

June 23, 2016

Stan Briggs was perplexed when he told his advisor, “My son, Patrick, has worked in the business for the ... Read More

Tying Loose Ends: What You Need to Do Immediately Following the S...

June 15, 2016

So you’ve shaken hands and signed on the dotted line. Time to bust out the cocktails and take ... Read More

Value Doesn’t Grow on Trees … Or Does It?

June 8, 2016

We all know that “money doesn’t grow on trees.” And neither does business value. ... Read More

Rich vs. Famous

May 25, 2016

Have you set a goal for your company this year? If you’re like most business owners, you’... Read More

Make Your Retirement Bulletproof

May 12, 2016

You’ve built a successful company. You’ve found a buyer. You made the deal and signed. You cashed the ... Read More

What to Expect from a Buyer

May 4, 2016

Assuming that all business owners (except for those forced to liquidate) will eventually sell or transfer their companies, we often ... Read More

Why Bother Doing It The Hard Way?

April 28, 2016

Whether you want to sell your business next year or a decade from now, you will have two basic options ... Read More

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Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook

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Exceptional Wealth: Clear Strategies To Protect And Grow Your Net Worth