As business owners start to strategize and plan their exit or transition from their business they should take into consideration and work with professionals to create a financial plan, keeping in mind, the impact of the forthcoming sale of their … Read More
Business owners, as they begin to strategize and plan their exit and transition from their business, need to consider how to manage their wealth after they will no longer have the steady income, they have become accustomed to. According to … Read More
As a business owner there are seven key questions you must consider before you sell or transition your business. The overall goal of these questions is to uncover what is important to you in your long-term succession or exit plan. … Read More
As business owners start to strategize and plan their exit or transition from their business they should take into consideration and work with professionals to create a financial plan, considering the impact of the forthcoming sale of their business. One … Read More
As the majority of business owners start to strategize and plan their exit or transition from their business as part of their retirement planning, they should consider the 4 main drivers of retirement financial planning. These drivers are (1) age … Read More
March 16, 2023 | Regulatory Compliance Watch Webinar | Speaker: Michelle L. Jacko, Esq. With the SEC’s new advertising rule in effect, is your firm prepared for the possibility of an examination? Ensure your firm is ready by attending … Read More
March 21, 2023 | NSCP Educational Seminar | Speaker: Michelle L. Jacko, Managing Partner We are excited to announce that Managing Partner Michelle L. Jacko will be speaking at NSCP’s Educational Seminar on March 21, 2023. Michelle will present on, … Read More
April 23-26, 2023 | 2023 Red Oak User Conference | Speaker: Michelle L. Jacko, Managing Partner We are excited to announce that Managing Partner Michelle L. Jacko will be the Keynote speaker for the 2023 Red Oak User Conference from April 23-26, 2023. … Read More
March 12-14, 2023 | Investment Adviser Compliance Conference | Speaker: Michelle L. Jacko, Managing Partner
A key area of financial planning for business owners looking to strategize and plan for the sale or transition of their business is planning for their life’s milestones after the sale. Some of these milestones will involve (1) income and … Read More