Content Tagged Succession Planning

Business Planning

What You Should Know About Selling Your Business to Fund Retirement

Whether you are planning to sell next year or in 15 years, here are three helpful tips for getting the greatest retirement value out of your business.
2 min read
Business Continuity & Succession Planning

Who Should Benefit from the Wealth I Have Built in My Business?

Prioritizing your needs and goals, along with beneficiaries such as family, employees, and charities goes more smoothly when planned well - and early.
2 min read
Business Planning

Not Ready to Sell Your Business? 5 Things to Do NOW to Prepare for Buyers

There's nothing fast about selling a business. Prepare early, and do these five things to sell your business and transition out of ownership.
2 min read
Business Planning

Building Your Exit Strategy

Whether you plan to exit your business in 5 years or 25 years, it’s as important to know how you want to leave as it is to know when to leave.
2 min read
Business Planning

How to Transition Your Family Business to a New Generation

Overcome the obstacles you may face when transferring your family business to the next generation. Starting early is your first step!
5 min read
Business Planning

All You Need to Know About Small Business Succession Planning

Did you know that most small business owners don’t have a succession plan? Take steps today to ensure your company remains with your family.
4 min read
Business Continuity & Succession Planning

Lowering the Hurdles to a Successful Family Business Transfer

Transitioning a family-owned business to the next generation presents a number of unique financial and family dynamic hurdles, but it also presents amazing opportunities to contribute to your family’s success for generations to come.
8 min read