Money, Money, Money Makes the World Go Around

Feb 11, 2013

Fortunately no one really believes that. These are just lyrics from the show “Cabaret”. And although money is not the most important thing in the world, we sure do enjoy what it allows us to do, such as buy the things we enjoy, give to those we love, and support the causes we believe in. As business consultants who focus on Comprehensive Exit Planning, we learn a lot about what our clients really value. Turns out their value system includes far more than money. Read more ...

Category: Estate 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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