One of the biggest sources of friction in planning for a successful future is time. Successful business owners like you aren’t sitting around, twiddling your thumbs, and wondering what to do with all this… read more →
Achieving financial independence is the most important goal for business owners who want to exit their businesses successfully. The importance of achieving this goal is so great that it may… read more →
Converting your business to a non-profit is a valid exit strategy. However, there are important things to consider if you choose this path. Here are a few things you should… read more →
The purpose of this white paper is to provide enough information to help your business owner clients determine whether an ESOP could be an appropriate exit path for them based on their goals… read more →
For many of your business owner clients, business-continuity planning is comprised of creating a buy-sell agreement early in the company’s existence and filing it away. Unfortunately, on its own, your… read more →
When you suggest to your business owner clients that they secure a business valuation, you will likely hear one or more of the following, sometimes valid objections: cost, relevance, and… read more →
Owning a business without co-owners can be great: Your clients get to make all the final decisions and reap all of the profits. But sole ownership has its disadvantages. One… read more →
It’s a fact of doing business that your clients and their businesses face a host of risks every day. In today’s insurance environment, almost any risk that can be quantified… read more →
This white paper brings the inevitabilities of business ownership into focus. At some point, every owner leaves his or her business, voluntarily or otherwise. This white paper speaks to business… read more →
Every business owner must create value in his or her business prior to any transfer or sale. Exactly how do owners do that? Read this white paper to learn about… read more →