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 exit. A potential 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 in the way of 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 working career 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 his brother owned a landscaping and excavation 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 is why one of the first things I Read More...