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Exit Planning in a Crisis
Why would you be exit planning in a crisis? At the height of the economic expansion (a few months ago in late 2019) I was
What’s Your Purpose in Retirement?
Retirement can be an exciting milestone. It’s also a major lifestyle change. Oftentimes, your daily workday tasks (professionally or if you run your own business)
Protect Your Business with A Solid Continuity Plan
The Need For A Solid Continuity Plan A great characteristic of successful business owners is that they are optimistic people and will do what it
Exit Planning: Controlling Your Choices
Many owners are reluctant to plan for their departure from the business. In some cases it’s because they are too comfortable with ambiguity (see my
Business Succession Planning Is There Life After Death?
Consider this scenario: You’re part owner of a thriving small- to medium-sized business. You handle certain key responsibilities and rely on your partner to handle
When Kids Don’t Cut It
Many owners want to see their children inherit the business, but what happens when the kids don’t cut it? Some years ago I worked with
Will You Be Ready?
Will you be ready when it is time to leave your company? A business owner needs to have a basic business strategy to monitor company
Wealth Management for Business Owners
Wealth Management Considerations for Business Owners Small business owners are at times neglected by the wealth management community as the business is commonly (not always)
Your Exit Plan: The 3 Inarguable Reasons to Start NOW
What is Your Exit Plan? If you’ve ever done a business plan for the purpose of raising capital, one of the key questions is “What is your