Planning Your Exit - Can Your Financial Advisor Go the Distance

May 02, 2015

What the Financial Advisor Brings to the Table

Finding the right financial advisor for you is a very personal matter, and, making the right decision is more important than you might think. It's just as important as identifying the right attorney or CPA.

For most lower mid-market business owners, the majority of their investible net worth is tied up in their business. If you fall into that category, you might think that you don't need a financial advisor until that equity has been unlocked and is ready to be invested. I disagree with you for several reasons. Here are a few ... 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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