Jack Goes for the Gold

Feb 11, 2013

Jack had labored long and hard in his business. Now, in his 60’s, he decided it was time to move on and pursue the things he loved – more time with family, hobbies, traveling without a care about his business, and volunteering. His first question was, what is the business worth, and what would he need to get out of the business to support his ideal lifestyle. After all, many of his expenses had been paid for by the business with before tax dollars. The next consideration was how would he exit. He could sell the business to his employees, or, to an outside third party. 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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