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
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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,
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
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.
Getting (Mentally) Ready to Retire
Apr 13, 2022
A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the
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
Prosperity Planning’s Colten Honigman Earns CFP® Designation
Jan 3, 2022
The CERTIFIED FINANCIAL PLANNER™ mark is one of the highest-regarded certifications in the industry. KANSAS CITY, Mo.—December 22, 2021—Prosperity
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
Assembling Your Legal and Financial Dream Team When Facing Divorce
Nov 15, 2021
Cindy Richey, CFP®, CDFA® When high-net-worth couples decide to divorce, the first thing they think is, “I need a good attorney.” In working with