Getting to the Equity in Your Business

Today’s newsletter is written to address an important topic in planning for an owner’s transition, namely, ‘how to get to the equity in your business?’  We’ll look at how business owners view their companies and then offer some planning-base suggestions as to how to...

Growing Into Your Eventual Exit

It has been said that ‘timing is everything’.  Well in business transition planning, timing is important, but so is transferability.  Today’s newsletter discusses both and is intended to provide you with some guidance as to how you can begin to design a plan for a...

The Expected Wave of Exiting Owners

If you are a business owner whose largest asset is your privately-held business, then the information in this newsletter may be of paramount importance to your financial future.  With the largest generation in our country’s history entering retirement age, and many of...