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Category: Estate Planning

Have you ever wondered who would immediately step in and run your company if you became unavailable for any reason? If you are wondering, then your employees, key people, customer…
Have you ever wondered who would immediately step in and run your company if you became unavailable for any reason? If you are wondering, then your employees, key people, customers, vendors, bankers, other shareholders, and family members probably are too… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub5/emergency-operating-plan-what-it-and-do-you-need-one/


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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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Category: Estate Planning

True Story… A distraught 40’s something woman, call her Sarah, phoned me about two months ago and shared the following story. “My father walked into his place of business last wee…
A distraught 40’s something woman, call her Sarah, phoned me about two months ago and shared the following story. “My father walked into his place of business last week, told his secretary a joke, and then dropped dead at his desk. My parents were divorce… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub5/legacy-peace-or-turmoil-its-your-call/


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Category: Estate Planning

See if This Sounds Familiar… You have labored long and hard in your business for several years, and to your credit the business is thriving. Your son or daughter has worked in the…
You have labored long and hard in your business for several years, and to your credit the business is thriving. Your son or daughter has worked in the business and you have paid him a fair wage. (I will use the male gender only for the sake of simplicity.… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub5/i-always-thought-business-would-go-my-children-now-im-not-so-sure/


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Category: Estate Planning

Fortunately no one really believes that. These are just lyrics from the show “Cabaret”. And although money is not the most important thing in the world, we sure do enjoy what it a…
Fortunately no one really believes that. These are just lyrics from the show “Cabaret”. And although money is not the most important thing in the world, we sure do enjoy what it allows us to do, such as buy the things we enjoy, give to those we love, and … http://businesswealthsolutions.net/index.php/resources/blog/blog-sub5/money-money-money-makes-world-go-around/


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Category: Estate Planning

Many business owners work day in and day out focusing on the issues at hand but not paying much attention to how they will eventually leave. If you have not given it much thought,…
Many business owners work day in and day out focusing on the issues at hand but not paying much attention to how they will eventually leave. If you have not given it much thought, or if you are assuming that someday you will sell it to some outside party,… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub5/will-your-employees-buy-your-business-and-how-will-they-do-it/


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Category: Estate Planning

Sometimes key employees do demand to have a piece of the action, but are they really asking for a share of ownership, or do they just want a significant share of the profits and s…
Sometimes key employees do demand to have a piece of the action, but are they really asking for a share of ownership, or do they just want a significant share of the profits and some recognition. Looking at the situation from our business-owner clients’ v… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub5/give-me-your-stock-and-nobody-gets-hurt/


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Category: Ownership Transition

Sometimes key employees do demand to have a piece of the action, but are they really asking for a share of ownership, or do they just want a significant share of the profits and s…
Sometimes key employees do demand to have a piece of the action, but are they really asking for a share of ownership, or do they just want a significant share of the profits and some recognition. Looking at the situation from our business-owner clients’ v… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub3/give-me-your-stock-and-nobody-gets-hurt/


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Category: Estate Planning

Exit planning is a dynamic process that is designed and implemented by an Exit Planner who coordinates all the needed resources and professionals, collectively called “the team”, …
Exit planning is a dynamic process that is designed and implemented by an Exit Planner who coordinates all the needed resources and professionals, collectively called “the team”, that are required for the business owner to successfully transition ownersh… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub5/how-i-came-be-exit-planner-my-story-and-what-it-means-you/


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Category: Financial Planning

Exit planning is a dynamic process that is designed and implemented by an Exit Planner who coordinates all the needed resources and professionals, collectively called “the team”, …
Exit planning is a dynamic process that is designed and implemented by an Exit Planner who coordinates all the needed resources and professionals, collectively called “the team”, that are required for the business owner to successfully transition ownersh… http://businesswealthsolutions.net/index.php/resources/blog/blog-sub1/how-i-came-be-exit-planner-my-story-and-what-it-means-you/


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