Business Planning

business succession

Exiting with Style - Business Succession Planning

Exiting with Style For many small business owners, the sale of their company is the foundation of their retirement plan. Learn how the right business succession plan can help you secure your retirement. Contact us today to get started.

Estate planning actions for the small business owner

Estate Planning Actions for the Small Business Owner

ESTATE PLANNING ACTIONS FOR THE SMALL BUSINESS OWNER Two things people avoid talking about are death and money. Combining the two is estate planning—the process of arranging for the management and disposal of a person’s estate while minimizing gift,…

Business owners, do you have a succession plan?

Business Succession Planning

Retiring Business Owners - Plan for Succession If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, it may be difficult to imagine your eventual transition into…

8 Exit Strategies for Business Owners

8 Exit Strategies for Business Owners

8 Exit Strategies for Business Owners Are you a business owner thinking about exiting your company? Which exit strategy will benefit you most? It’s a tough move to undo, and you should know the pluses and minuses going in. While the number of exit…