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Category: Q & A

I plan to sell my business sometime in the next 5 years. My CPA wants me to meet with a financial planner now. I won’t have any money to invest until I sell my business. Why meet …
I plan to sell my business sometime in the next 5 years. My CPA wants me to meet with a financial planner now. I won’t have any money to invest until I sell my business. Why meet with a financial planner now? http://businesswealthsolutions.net/index.php/resources/blog/blog-sub6/q-why-and-when-you-need-financial-planner/


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Category: Ownership Transition

Selling your business might be years away, but it’s not too early to find out what the process involves. When selling an attractive business, you have leverage—but only up to the …
Selling your business might be years away, but it’s not too early to find out what the process involves. When selling an attractive business, you have leverage—but only up to the point where you sign a letter of intent (LOI). Most LOIs include a ‘no sho… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub3/how-prepare-buyers-letter-intent/


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Category: Estate Planning

Have you ever thought about who would run your business if you were not available, even if you have a buy-sell agreement in place? This simple question brings to mind lots of ques…
Have you ever thought about who would run your business if you were not available, even if you have a buy-sell agreement in place? This simple question brings to mind lots of questions such as: Who is qualified to run it? Who do you want to … http://businesswealthsolutions.net/index.php/resources/blog/blog-sub5/emergency-operating-plan-what-why-how/


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March 2013 Emergency Operating Plan: What, Why, How by Joan M. Ridley, CEPA, CBI, CFP™ What Is It and Why the Need The emergency operating plan (EOP) is sometimes confused wi…
http://businesswealthsolutions.net/index.php/resources/articles/emergency-operating-plan-what-why-how/


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