Protecting What You Care About: Business, Family, & Employees
Mar 8, 2023
As a business owner, you’re likely the most important person in your business. You’re probably the breadwinner for your family. Your employees rely
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Whether You Sell Your Business or Not, the Planning Is the Same
Mar 8, 2023
There are many things for you to consider as you think about the future of your business ownership: When is the right time to move on? How much money
There’s More to Business Than Money: Values-Based Goals
Feb 13, 2023
Successful business owners often want more than just the maximum amount of money they can get. These owners have deeply ingrained values-based goals
Why Make Your Business More Valuable Without You?
Feb 13, 2023
Businesses that rely on their owners as the primary source of success are common. They’re also the most dangerous kind of business to own when you
Ingredients to Jumpstart the Planning Process
Feb 8, 2023
Taking on any large project can be manageable when you have a reliable process in place. When deciding to exit your business, for example, you will
Who Are the Winners in the New Legislation (SECURE Act 2.0)?
Jan 25, 2023
Boomers! Lots of benefits depending on your age: For birth dates on or after January 1, 1960: Required minimum distributions are delayed from age 72
Deal Killers: Catch Them Before They Harm Your Future
Jan 23, 2023
Preparing your business for a successful future often goes hand in hand with preparing your business for a successful sale. No matter whom you sell
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
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
A Surefire Method of Creating Conflict Among Co-Owners
Dec 12, 2022
The Importance of Buy-Sell Agreements When Disability or Other Lifetime Ownership Transfer Events Occur When co-owners are united in striving toward
What Business Owners Assume About Financial Planning Hurts Them
Dec 12, 2022
One of the most important goals of Exit Planning is to position business owners for post-exit financial security. To do that, business owners and
3 Things to Remember About Third-Party Sales
Dec 12, 2022
As a business owner, you’re likely used to having as much control over how the business functions as possible. You’re the go-to person for big