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,
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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
Eight Ways to Exit Your Company
Sep 14, 2022
According to Paul Simon, there are 50 ways to leave a lover. Not being as creative as Mr. Simon, we’ve only come up with eight ways for owners to
Why You'll Need an Advisor Team
Sep 14, 2022
Exit Planning can be complex. Between setting your exit goals and transferring your business, you’ll attempt to build business value, find an
Creating Value in Your Business to Get Top Dollar When You Leave It
Sep 14, 2022
Did you ever wonder why one business has buyers lined up willing to pay top dollar while another sits on the market for months, or even years? What
Fundamentals of Exit Planning
Aug 1, 2022
By: Debbie Small, Senior Mergers & Acquisition Broker with Apex Business Advisors The vast majority of business owners NEVER strategically plan their
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
Live Conference Call with Economist Marci Rossell, Ph.D.
Jun 9, 2022
On Wednesday, June 1st, Prosperity Planning hosted a live conference call with economist Marci Rossell, Ph.D. Marci engages audiences nationwide,
Dan Reiter, CFP®, CPA, Named to InvestmentNews 2022 40 Under 40 List
Jun 7, 2022
KANSAS CITY, Mo.—June 13, 2022—Prosperity Planning, Inc., announced today that InvestmentNews has recognized firm Partner and Wealth Manager Dan
Prosperity Planning’s Alyssa Hon Awarded CFP® Certification
May 22, 2022
The certification expands the financial planning role Hon can provide to clients. Prosperity Planning, Inc., announced today that Associate Financial
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