Advisory Services
8 Business Exit Strategies: Pros & Cons 1. Intergenerational Transfer (Family) 2. MBO 3. Sale to Partners 4. ESOP 5. Sale to a Third Party 6. Recapitalization (Recap) 7. IPO 8. Orderly Liquidation ________________________________________________ Your business…
Are you thinking about assembling your business exit advisory team? If you are, you’re ahead of about 70% of all other business owners (see alarming stats below). You’ve definitely spent a significant amount of time, capital…
Business Exit Planning & The Wealth Gap 1. What’s Required to Find Your Wealth Gap 2. Why You Shouldn’t Include Your Business’ Value 3. Why a Business Valuation is Still Necessary 4. What to Consider in…
6 Steps Toward Successful Business Exit Planning: 1. Know Your Team 2. Value Your Business 3. Know Your Gaps 4. Build a Financial Plan 5. Create a Disciplined Risk Management Process 6. Know Your Options…
Last week, while most people were enjoying some time off at the end of the year, SECURE ACT 2.0 was signed into law. If this all seems like déjà vu, you are correct because almost three…
When it comes to their portfolios, investors hate to take losses. But sometimes a loss could be just what the CPA ordered. As we wrap up a volatile year in the stock market, many people are…
The end of the year is quickly approaching, and as people turn their attention to holiday celebrations with friends and family, taxes are naturally the last thing on their minds. However, implementing one or more of…
Estate plans can vary widely based on net worth, family dynamics, charitable desires and many other factors. For the last week of Financial Planning Month, we are going to examine the estate planning documents every person…
Let’s face it no one wants to talk about insurance, but it is a vital part of a financial plan. So, for week three it we will take a dive into the world of insurance…
Welcome back to week two of Financial Planning Month. Last week we looked at cash management. Now that you have spent some time reviewing cash flow and determined how much you can save, let’s look…