Succession Financial Planning

SIX TIPS FOR EFFECTIVE SUCCESSION PLANNING

What is Succession Planning? Succession planning is a strategy for identifying and developing the leaders of the future of your...

Succession Planning For Financial Advisors

Three Key Essentials of Succession Planning for Financial Advisors

Who’s next in line to carry forward your legacy with the same grace and poise? To take care of your...

Advisor Succession Planning

Business Continuity Planning for Co-Owners

Imagine that on the eve of your wedding, you make a plan to divorce your spouse, on friendly terms, in...

Financial Advisory Practice For Sale

Exits Are Inevitable, Failure Is Not: Planning a Successful Exit

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

Advisor Succession Planning

Former Business Owners Express No Regrets About Selling Out

“I can’t play golf every day.” “My wife wants to see more of me — but not at every breakfast,...

Financial Advisory Practice

Maintain Control, Save on Taxes, and Set Fair Value Using a Buy-Sell Agreement

There is a strong case for creating a Buy-Sell Agreement for co-owned businesses. If owners agree about how to appraise...

Financial Advisor For Business Owners

Is Exit Planning Worth the Time and Money?

When we talk to business owners about the value of Exit Planning, we are talking about orchestrating a business exit...

Financial Advisor Practice

Failure to Plan Has a Price

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

Advisor Succession Planning

The Essential Business Agreement: A Business-Continuity Agreement Among Owners

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

Financial Planning

Avoiding Disasters in Insider Transfers

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

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