4 Advantages of Smart Wealth Management
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
Seven Questions to Answer for Proper Exit Planning
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
Financial Planning 101: Four Essentials to Conquering Your Balance Sheet
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
Four Main Drivers of Financial Planning
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
Legal and Regulatory Considerations for Going Independent by Michelle Jacko – Industry White Paper
Managing Partner Michelle L. Jacko‘s article, “Legal and Regulatory Considerations for Going Independent,” has been published as an industry white paper in conjunction with Charles Schwab & Co., Inc.… Read More
Three Things to Plan for After You Exit Your Business
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
Financial Planning 101: 5 Key Terms for Business Owners
A key component of exit planning is financial planning around your largest asset, your business. There are five key terms that business owners should know: (1) Wealth Management, (2) Portfolio Management, (3) Retirement Planning, (4) Risk Management, and (5) Estate … Read More
The Power of Diversity, Equity and Inclusion in Business
Diversity, equity, and inclusion (“DE&I”) initiatives are an essential part of the fiber of any company. By embracing and implementing DE&I values at the organizational level, businesses have an opportunity to foster an inclusive culture and promote diversity of thought … Read More
Grow or Exit: Understanding When it is the Right Time to Sell Your Company
As all business owner’s know, timing is important to maximizing profits. As business owners create and analyze their exit plan it is important to forecast the owner’s exit timeline. This timeline clearly impacts the amount of value-building initiatives that can … Read More