Is a Family Transfer Right for Your Business?
Jan 23, 2023
When planning for the future, you have a wealth of options related to who should continue to run your business. Many business owners’ plans fall
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Walk Before You Run: Phased Planning
Jan 23, 2023
Planning for a successful future without your business is a smart strategy. One of the traps that business owners commonly fall into as they begin
Ready or Not: Why Planning Now Beats Planning Procrastination
Oct 10, 2022
All successful business owners must eventually face a stark reality: One day, they will no longer run their business! If this idea makes you uneasy,
Building an Advisor Team That Works for You (Not Against Each Other)
Oct 10, 2022
Building a business is challenging enough as it is. With the right Advisor Team, you can focus on business challenges while your advisors create
Becoming More Recession Resistant Through Planning
Oct 10, 2022
The last two-and-a-half years have been tumultuous, and owners of small to mid-sized businesses have borne the brunt of the pain. Though few people
Value Driver Series #4: Strategic Thinking and Execution Planning
Jul 15, 2022
Dan Reiter, CFP®, CPA, CExP, CVGA This writing is the fourth and final in our discussion on improving the planning component of a business. In our
Value Driver Series #3: Strengths, Weaknesses, Opportunities, and Threats
May 17, 2022
Dan Reiter, CFP®, CPA, CExP, CVGA Planning In Value Driver Series #2: Planning and Core Purpose and Values, we describe the importance of having core
Building Your Business Exit Advisory Team
Apr 15, 2022
Dan Reiter, CFP®, CPA, CExP, CVGA Selling a business is a complex endeavor with numerous moving pieces and legal, tax, and financial implications.
Value Driver Series #2: Planning and Core Purpose and Values
Apr 1, 2022
Dan Reiter, CFP®, CPA, CExP, CVGA Planning is a broad term to describe several aspects of a business. In brief, though, the planning function helps
Business Value Driver Series #1: An Introduction
Mar 1, 2022
Dan Reiter, CFP®, CPA, CExP, CVGA There are several approaches to valuing a privately held business, but at their core, most methods to measure
How Much Do I Need to Sell My Business for?
Feb 1, 2022
Dan Reiter, CFP®, CPA, CVGA, CExP Selling your business will likely be the single largest financial event of your life. However, you can limit an
The Integrated Nature of Succession Planning and Business Continuity
Dec 15, 2021
Dan Reiter, CFP®, CPA, CExP, CVGA What Is Succession Planning, and When Should You Start? Succession planning is the act of planning for the