Can I Leave Soon or Work Less Now

Jun 08, 2015

I'm going to give an attorney-like answer - "it depends". It depends on 1) how dependent you are on the business for income or investible assets 2) how dependent the business is on you and 3) how dependent you are on the business for your own personal well-being. Digging a little deeper, ask yourself a few questions ... read more


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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