Confessions of a Business Owner - What I Did

Feb 11, 2013

A slow market is not necessarily a bad thing. It’s all a matter of your perspective, resources, preparedness, and frame of mind. Here is a list of things you might have done this summer.

How you spent your time, and money, is some indication of your priorities and resources ... read more

Category: Financial Planning

Joan M. Ridley, CBA, CEPA, CFP™

Joan RidleyPresident of Business Wealth Solutions, a business consulting firm.

"We have identified numerous opportunities to protect and maximize corporate wealth both now and in preparation for ownership transition. In this economy, human and intangible capital are major corporate assets. Absent proper planning, business owners could leave dollars on the table, and face the risk of actually losing their unprotected assets and hard-earned wealth."

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