Resources
Articles
We regularly publish articles covering trends, tips and practical strategies to help entrepreneurs grow and harvest their wealth. Please click on the titles below to read the articles. To receive an article via e-mail each quarter, please register.
- Financial Planning
- Business Sustainability/Profitability
- Ownership Transition
- Taxes
- Estate Planning/Employee & Family Issues
Financial Planning
Your Portfolio is Down So What
Personal Financial Planning and Business Planning...A Winning Combination
Confessions of a Business Owner - What I Did During My Summer Vacation
How I Came To Be An Exit Planner - My Story and What It Means For You
How to Have Everything You Want for the Rest of Your Life
Your Business: Piggy Bank or Gold Mine
Jack Goes for the Gold
Jack Strikes Gold
Are You Set for Life
Planning Your Exit - Can Your Financial Advisor Go The Distance
How to Know if You Should Stay or Go
RIAs 12 Tips for Ownership or Management Transition
RIA Succession Plan SEC Memo
NASAA Model Rule On Bus Continuity and Succession Planning
I'll Never Retire
Business Sustainability/Profitability
A New Look at Millenials
What If You Don't Want to Work Forever?
Who’s The Boss
Lease Vs. Purchase: Choosing the option to best fir your company’s needs
To Own or Not to Own Your Building – That is the Question
Soaring Profits Through Efficient Operations – A Real Value Driver
Company Profitability Does Not Always Add Up to Company Value
Women CEOs Exceed Expectations
Blueprint for Growth: From Survival to Creation
The Road Back to Profitability
Your Portfolio is Down So What
Exit Planning - The Process and Your Advisors' Role
Confessions of a Business Owner - What I Did During My Summer Vacation
Numbers Tell the Story When Preparing to Exit
Do You Have a Value Gap and How to Close It
Avoid a Hostage Crisis With a Non-Compete
What Kind of Business Owner Are You
Are You Set for Life
Who Will Buy My Business As Is
Know the Plays, Suit Up, Show Up to Win the Game
Business Coaching Program
What You See Is Not What You Get
Control Your Business By Demanding Solid Financials
6 Ways to Sell to Employees
Tips for Attracting a Private Equity Group
The C-Word and 7 Others to Avoid at Work
How Salable and How Valuable Is Your Business
13 Deal Killers to Avoid
So You Think You’re Ready To Sell
Emergency Operating Plan: What is it and Do You Need One
Are You Too Long in the Forest
When Sales Strategy Harms Customer Service
Can I Leave Soon or Work Less Now
RIAs 12 Tips for Ownership or Management Transition
RIA Succession Plan SEC Memo
NASAA Model Rule On Bus Continuity and Succession Planning
Is Your Baby Just a Beautiful House of Cards
Mind the Gap
Solutions for Flight Risk Employees
Top 10 Deal Killers
Timing Is Everything But Planning Is a Close Second
But I’m Not Ready To Leave My Business
Give Me Your Stock & Nobody Gets Hurt
This Time the Cards are Stacked in Your Favor
Exit Right – How to Go Out in Style
Your Business Exit – Think of It As a New Beginning
50 Ways to Leave Your Business, Well Almost 50
Boomers Head for the Exit
10 Steps to a Successful Business Transition
Everybody Wants To Sell My Business
Exiting Right Takes Time
How to Prepare for the Unsolicited Offer
How to Interview an Intermediary
Exit Planning - The Process and Your Advisors' Role
Numbers Tell the Story When Preparing to Exit
How to Have Everything You Want for the Rest of Your Life
What Would a Buyer Pay for Your Business
Ownership Transition Checklist
Ready - Fire - Aim: This Strategy Will Fail You in the End...Literally
Babson College-Exit Planning Exchange Middle-Market M&A Survey --
No Mon No Fun: How to Make Your Company More Bankable
Avoid a Hostage Crisis With a Non-Compete
What Kind of Business Owner Are You
Will Your Employees Buy Your Business and How Will They Do It
Are You Set for Life
It's Been One Heck of a Ride Now What
Keys to a Successful ESOP
Know the Plays, Suit Up, Show Up to Win the Game
The Most Important Business Decision You Will Ever Make
Business Coaching Program
Seven Reasons to Sell Now
What is The Value Builder Score Report?
6 Ways to Sell to Employees
Why Biz Pre Sale Prep Takes So Long
What Could Your Business Sell for Today
M & A Survey Results How Salable and How Valuable Is Your Business
So You Think You’re Ready To Sell
So What's in Your Exit Plan
Some Day This Business Will Be Yours
Merrill Lynch Private Banking and Investment Group-Your Guide to Successful Exit
Why You Need a Small Business Exit Plan
Who Will Sell Your Business When You're Ready to Go
What Would You Pay for Your Business
Top Wealth Manager Tells Business Owners Don't Dawdle
Business Exit Planning Study
Market Pulse Q3 2015 Executive Summary
RIAs 12 Tips for Ownership or Management Transition
RIA Succession Plan SEC Memo
NASAA Model Rule On Bus Continuity and Succession Planning
I Have a Buyer Can You Help Me
Who’s The Boss
Lease Vs. Purchase: Choosing the option to best fir your company’s needs
To Own or Not to Own Your Building – That is the Question
Soaring Profits Through Efficient Operations – A Real Value Driver
Company Profitability Does Not Always Add Up to Company Value
Women CEOs Exceed Expectations
Blueprint for Growth: From Survival to Creation
The Road Back to Profitability
Your Portfolio is Down So What
Exit Planning - The Process and Your Advisors' Role
Confessions of a Business Owner - What I Did During My Summer Vacation
Numbers Tell the Story When Preparing to Exit
Do You Have a Value Gap and How to Close It
Avoid a Hostage Crisis With a Non-Compete
What Kind of Business Owner Are You
Are You Set for Life
Who Will Buy My Business As Is
Know the Plays, Suit Up, Show Up to Win the Game
Business Coaching Program
What You See Is Not What You Get
Control Your Business By Demanding Solid Financials
6 Ways to Sell to Employees
Tips for Attracting a Private Equity Group
The C-Word and 7 Others to Avoid at Work
How Salable and How Valuable Is Your Business
13 Deal Killers to Avoid
So You Think You’re Ready To Sell
Emergency Operating Plan: What is it and Do You Need One
Are You Too Long in the Forest
When Sales Strategy Harms Customer Service
Can I Leave Soon or Work Less Now
RIAs 12 Tips for Ownership or Management Transition
RIA Succession Plan SEC Memo
NASAA Model Rule On Bus Continuity and Succession Planning
Is Your Baby Just a Beautiful House of Cards
Mind the Gap
Solutions for Flight Risk Employees
Ownership Transition
Top 10 Deal Killers
Timing Is Everything But Planning Is a Close Second
But I’m Not Ready To Leave My Business
Give Me Your Stock & Nobody Gets Hurt
This Time the Cards are Stacked in Your Favor
Exit Right – How to Go Out in Style
Your Business Exit – Think of It As a New Beginning
50 Ways to Leave Your Business, Well Almost 50
Boomers Head for the Exit
10 Steps to a Successful Business Transition
Everybody Wants To Sell My Business
Exiting Right Takes Time
How to Prepare for the Unsolicited Offer
How to Interview an Intermediary
Exit Planning - The Process and Your Advisors' Role
Numbers Tell the Story When Preparing to Exit
How to Have Everything You Want for the Rest of Your Life
What Would a Buyer Pay for Your Business
Ownership Transition Checklist
Ready - Fire - Aim: This Strategy Will Fail You in the End...Literally
Babson College-Exit Planning Exchange Middle-Market M&A Survey --
No Mon No Fun: How to Make Your Company More Bankable
Avoid a Hostage Crisis With a Non-Compete
What Kind of Business Owner Are You
Will Your Employees Buy Your Business and How Will They Do It
Are You Set for Life
It's Been One Heck of a Ride Now What
Keys to a Successful ESOP
Know the Plays, Suit Up, Show Up to Win the Game
The Most Important Business Decision You Will Ever Make
Business Coaching Program
Seven Reasons to Sell Now
What is The Value Builder Score Report?
6 Ways to Sell to Employees
Why Biz Pre Sale Prep Takes So Long
What Could Your Business Sell for Today
M & A Survey Results How Salable and How Valuable Is Your Business
So You Think You’re Ready To Sell
So What's in Your Exit Plan
Some Day This Business Will Be Yours
Merrill Lynch Private Banking and Investment Group-Your Guide to Successful Exit
Why You Need a Small Business Exit Plan
Who Will Sell Your Business When You're Ready to Go
What Would You Pay for Your Business
Top Wealth Manager Tells Business Owners Don't Dawdle
Business Exit Planning Study
Market Pulse Q3 2015 Executive Summary
RIAs 12 Tips for Ownership or Management Transition
RIA Succession Plan SEC Memo
NASAA Model Rule On Bus Continuity and Succession Planning
I Have a Buyer Can You Help Me
Taxes
Smart Tax Reduction Strategies
Estate Planning/Employee & Family Issues
Money Money Money Makes The World Go Around
I Always Thought The Business Would Go To My Children, But Now I’m Not So Sure
A Legacy of Peace or Turmoil – It’s Your Call
Give Me Your Stock & Nobody Gets Hurt
How I Came To Be An Exit Planner - My Story and What It Means For You
Will Your Employees Buy Your Business and How Will They Do It
Emergency Operating Plan: What, Why, How
Emergency Operating Plan: What is it and Do You Need One
Family Succession 10 Tips From King Henry II, A Fractured Christmas Tale