Posts by Garrett Taylor

Advisors Are Looking To Take Chips Off The Table, Not Exit Entirely

For the past few years, experts have been predicting a mass exodus of retiring advisors from the industry. Many of...

Financial Planning Firms

Putting Business Fundamentals In Order

Under the heading of “Business Fundamentals” we put the housekeeping activities that reduce your exposure to risk of loss. We...

Financial Advisor Practice

Knowing Business Value is a Very Good Place to Start

In today’s economy, no one wants to spend money on something they don’t need today. So why do you need...

Financial Advisor For Business Owners

Elements of a Plan to Sell to Insiders

Today we discuss the essential elements of a plan owners use to transfer a business to insiders (with the help...

Financial Advisor Practice

Dust Off and Review Your Buy-Sell Agreement

If you co-own your business, the business continuity agreement (or “buy-sell”) is one of the most important documents that you...

Financial Advisory Practice For Sale

Eight Ways to Exit Your Company

According to Paul Simon, there are 50 ways to leave a lover. Not being as creative as Mr. Simon, we’ve...

Financial Planning Firms

Your Exit Timeline

If forced by circumstances beyond your control, you could likely exit your business within a year.  Some business owners are...

Financial Planning

3 Keys to Identifying a “Key” Employee

Key employee incentive planning and management team development are important issues to business owners at all stages of the business...

Financial Advisor Practice

Can You Afford To Sell To Your Employees?

Business owners often tell us that, in an ideal world, they would sell their businesses to their best, most loyal...

Financial Advisor For Sale


We are excited to welcome a new advisor to our team in Tennessee!!  

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