Posts by Scott Brittman

Financial Advisor Practice

Financial Measurement and Management

Today, we look at Value Driver Five: Financial Measurement and Management. In this Value Driver, we include the following items:...

Financial Advisor Practice

Benchmarking and Measuring Success

Today, we look at Value Driver Six: Benchmarking and Measuring Success. In this Value Driver, we include the following issues:...

Financial Advisory Practice For Sale

Why Exit Planning? Why Now?

“In preparing for battle, I have always found that plans are useless but planning is indispensable.” – Dwight D. Eisenhower...

Financial Planning Firms

Timing is Everything

“To will is to select a goal, determine a course of action that will bring one to that goal, and...

Advisor Succession Planning

What’s In A Good Exit Plan?

We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of...

Financial Advisory Practice

The Inconsequential Owner

In all likelihood, you are absolutely critical to the success of your business. Without you, there is no business. We...

Financial Advisor Practice

What To Expect From A Buyer

Assuming that all business owners (except for those forced to liquidate) will eventually sell or transfer their companies, we often...

Advisor Succession Planning

Your Buy-Sell Might Be Great If You Die, But What Happens If You Live?

What happens to a company when one owner becomes disabled? For example, the company has a buy-sell agreement that covered...

Financial Planning Firms

Exit Your Business Without Leaving It

As advisors, we often hear from business owners some variation of the following comments: “I think it is time to...

Financial Plan For Small Business

Navigating the Choppy Waters of a Sale to a Third Party

So what if you’ve never sold a business before? Who better to lead the sale process than the guy who...

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