Financial Literacy
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…
As National Financial Literacy Month comes to an end, we hope you have a better understanding of your personal finances. With a firm grasp on your current situation, it’s time to look to the future and…
We are over halfway through Financial Literacy Month and so far, we have covered Getting Organized and Creating a Budget. This week I felt it would be good to focus on creating a personal balance sheet.…
The word “budget,” often evokes a negative reaction for fear it will be restrictive and limit the things we’re able to do. However, a budget doesn’t have to be restrictive to be effective. While creating a…
Clearing the clutter, getting organized and reviewing credit reports are good starting points for anyone looking to take charge of their finances. First, we cover how to clear the clutter so you can get organized before…