Posts by Scott Brittman

Financial Advisor Practice

What Is Your Business Really Worth?

For many owners, the answer to one question determines their ability to leave their companies: “How much money will I...

Advisor Succession Planning

Building Value is the Win-Win-Win of Exit Planning

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

Financial Advisor Practice

Are You and Your Company Candidates for a Third Party Sale?

According to a 2009 Deloitte survey ( Entrepreneurship UK: 2009/10 On your marks, Page 21), 24 percent of owners said...

Financial Planning Firms

Avoiding Disaster in Business Transfers to Insiders

Steve Smith was no different than millions of other baby boomer business owners in that the thought of leaving his...

Advisor Succession Planning

Business Continuity Solutions for Sole Owners

Contemplating one’s own demise is far too depressing. So let’s talk of someone else, an imaginary character, Harry Withers (age...

Financial Planning

Death And Taxes vs. Preserving Wealth – The Final Exit Planning Contest

Full disclosure: Wealth preservation planning can’t help any of us cheat death, but it can help business owners to avoid...

Advisor Succession Planning

Put Your Objectives in the Driver’s Seat

It is not always easy to interpret Yogi. In this case, perhaps he is advising you to figure out just...

Financial Advisor For Sale

Advising the Advisors

Financial advisors spend their professional lives helping others prepare to retire. That’s not exactly a news flash, and yet its...

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