Most business owners who are asked about their exit plans will reply that they want to exit their business ‘in about 5 years’. Often times, Read More…
Recent Business Owners Survey Tells a Steady Story, My Mental Readiness for an Exit is LOW
A recent release of findings from an ongoing research effort being conducted by Pinnacle Equity Solutions, Inc., a national leader in the emerging field of Read More…
Owners Surveyed Cannot Afford to Exit and Do Not Want To
In a recent release of findings from an ongoing research effort being conducted by Pinnacle Equity Solutions, Inc., a national leader in the emerging field Read More…
Advisor Collaboration is Core to A Successful Exit
Many business owners today are thinking about an exit from their privately-held business and are trying to figure out how to begin this seemingly-overwhelming task. Read More…
Seeing the Big Picture with Your Exit
The success of exiting a business depends greatly upon the mental perspective and preparation of an owner during the exit process. Business owners tend to Read More…
Insuring Your Future Exit
Business owners are risk-takers by nature. Interestingly, however, is the fact that these same owners are often-times not risk averse. What this means is that Read More…
The Myth of Easy Exits
Business owners who are thinking about exiting their business will often want to compare their potential exits to other owners who have been through an Read More…
Exit Planning is a Complex Decision and a Complex Transaction
How to master both for a successful result. When considering an exit from your privately-held business, there are a number of obstacles that can get Read More…
Golden Handcuffs
Make sure your most talented key executives don’t leave when you need them most. Introduction: Joe Smith had built a successful business over a 40-year Read More…
Avoid The Most Common Business Succession Planning Mistake
An incomplete plan is worse than no plan. A few years back, a business owner came in to see me with a problem. He and Read More…
The Importance of Estate and Business Succession Planning
Estate Planning and Business Succession Planning are two separate yet intertwined processes that dramatically impact each other. The care you take in analyzing and implementing Read More…
Estate Tax and Succession Planning After the Cliff
After much political bargaining, federal legislation has been enacted to address, among other things, the expiration of numerous tax provisions passed under the Bush and Read More…
How To Avoid One Of The Biggest Retirement Planning Mistakes
Don’t Run Out Of Money Before You Run Out Of Life. A critical component of any solid financial plan is preparing for the future. This Read More…
Why An "I Love You Will" Is Not Enough
If you are like most people, you have the most common type of will, the “I Love You Will.” It says, “I leave all my Read More…
How To Avoid The Fear, Hope and Greed Cycle of Buying Stocks
Most people are generally familiar with the basic rule of investing, which is to buy low and sell high. Yet, few follow this guideline. Why? Read More…
How Being a Rock and Roll Drummer Prepared Me to be a Financial Planner
Back in the day, I was a professional drummer, playing with such music greats as Bette Midler, Manhattan Transfer, Barry Manilow, Mary of Peter, Paul Read More…
Buying stocks is like buying shoes
My daughter Kayla is a wonderful blogger and an expert shopper. She recently blogged about her online shoe buying experience. She found a pair of Read More…
Bonds: Know When to Hold Them, Know When to Walk Away
A client and recent widow sent the following note looking for some financial advice: My husband passed away two years ago. I am now ready Read More…
I’m newly divorced or widowed, now what?
Getting divorced or becoming a widow can leave you with the unfamiliar responsibility of managing your finances. The period of time following a major life Read More…
What’s the best way to leave money to my children and grandchildren?
If you want to leave behind a legacy and ensure that your children and grandchildren will be taken care of, there are a number of Read More…
Strategies to Help Maximize Your Money – Part 1
Volume 1 Issue 1 by Kevin Ellman CFP ® Is it possible to time the market? Do you believe that it is possible for you Read More…
What you don’t know can cost you money
You understand the importance of building sound investments for your future and may even have some investments in place. But, do you know how well Read More…
Exchange Traded Funds – Part 1
In this first of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. When we build Read More…
Exchange Traded Funds – Part 2
In this second of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. Generally most index Read More…
Exchange Traded Funds – Part 3
In this last of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. As index funds Read More…
How not to become a bag lady
It’s easy to become overwhelmed by the prospect of managing your financial future. Many women worry about ultimately being unable to support themselves or their Read More…
How can I take control of my money?
If you want to take control of your money, the first thing you need to do is learn the basics of investing so you can Read More…
How To Choose A Financial Advisor Part 2
This is part two in our series on how to find the right financial advisor. Many affluent individuals today own multiple businesses, real estate, and Read More…
Finding A Financial Advisor Part 1
This is part one in our series on how to find the right financial advisor. The number one reason that most people work with a Read More…
Dividends Part 2
Dividends Part 2 with Kevin Ellman CFP® I have observed over many years that the high-quality, high dividend stocks tend to be less volatile than Read More…