Selling your business is one of the biggest moments of your life. It is exciting, a little scary, and deeply personal. Your company is not just an asset. It is the result of years of hard work and sacrifice. Getting this transition right takes more than luck. It takes intention
The best investment portfolios for business owners arenât flashy. They donât rely on complicated strategies or the promise of âmarket-beatingâ returns. The most effective investment strategy for business owners is one that stays simple, durable, and aligned with entrepreneurial goals. Take Brett, for example. He built a thriving business over
Selling a business is one of the biggest financial and emotional decisions youâll ever make. As a financial planner who works primarily with business owners, Iâve seen dozens of families go through major liquidity events. While most people assume the money will be the hardest part to figure out, Iâve
What will happen to your business if youâre no longer around to run it? Too many business owners put off this question, but failing to plan for the unexpected can be costly. Whether its due to death, disability, or retirement, it can leave your company, employees, and loved ones in