Posts by Scott Brittman

Financial Advisory Practice For Sale

The Road to Irrelevance: Transferring Your Responsibilities to Management

Longtime readers of this newsletter know that one of our favorite instructions to business owners is: Make Yourself Irrelevant! Newer...

Financial Advisor Practice

Why You Need to Know the Value of Your Business Today Even Though Your Exit is Years Away

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

Financial Planning Firms

The Avoidable Failure to Act

“I never worry about action, but only about inaction.” – Winston Churchill “I haven’t decided what I ultimately want to...

Financial Advisory Practice For Sale

Top Excuses Owners Use to Avoid Exit Planning

Like every owner, you will one day exit your business—voluntarily or involuntarily. On that day you will want to attain...

Advisor Succession Planning

Sticking a Toe (or Two) in the Exit Planning Pool

In this issue, we attempt to dismantle the most common objections owners make to undertaking the planning necessary to exit...

Financial Advisor Practice

Using A Buy-Sell Agreement to Maintain Control, Save Taxes and Set Fair Value

A strong case for creating a buy-sell agreement for co-owned businesses. If owners agree in advance of any transfer event...

Advisor Succession Planning

Which Comes First? Estate Planning or Exit Planning?

A successful business Exit Plan achieves three important owner goals: Financial Security. (The business sale or transfer provides the amount...

Financial Advisor For Business Owners

Preparing for Your Exit, Planning for Your Inevitable Business Exit

With over half of today’s 9.5 million owners of established businesses reaching the retirement age of 50 years old or...

Financial Planning Firms

Looking for Financial Clues to your Exit Readiness

Where to start?  Business owners who have not been through an Exit Planning process, and many of them have not,...

Financial Planning

Quantify Your Resources: The Ultimate Exit Test

In the first Step of The Seven Step Exit Planning Process™, you, as an owner, establish three primary exit objectives:...

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