Business Planning

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Succession Plans for Privately Held Businesses – Part III

In the last two weeks, we’ve talked about the different parts of planning for business succession.  In our first article, we talked about the operational preparations that must be made (read the article here).  Then last week, we started discussing the financial implications of business succession, including valuations of the business and any real estate…

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Succession Planning for Privately Held Businesses Part II

Last time, we wrote about the operational side of succession planning.  In case you missed it, you can read it here. Continuing with our series, we’re moving on to the financial side of succession.  There are a few key ingredients:  who will become the new owners of the deceased shares, and what are the financial…

business meeting

Succession Plans for Privately Held Businesses – Part 1

The Operational Side of Succession Planning   As an owner of a private business, you know that nothing lasts forever.  And that includes you, your management team, and other key players in your business eco system. I’d like to start the conversation as if the majority, if not all, of this privately owned business is…

MAKING CENTS: Clever Terms to Investigate

Financial services marketers are quite clever at getting you to see their point of view. In their creative genius, they use words that sound quite appealing to most people and utilize those words to fit your situation making what they’ve got to sell sound like your only solution. The first such word is guaranteed. You…

Making Cents: Where Entrepreneurs Go Wrong

The lives of many entrepreneurs frequently get defined by their business.  Business owners are typically smart, hard driving people with their eye on one thing only – SUCCESS. Entrepreneurs take on an alter ego that makes it very difficult to separate their lives from their business lives.  There are six common missteps that, if avoided,…

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Making Cents: Where Entrepreneurs Go Wrong In Their Own Wealth Planning

Entrepreneur’s lives are frequently defined by their business. Business owners are typically smart, hard driven people with their eye on one thing only-SUCCESS. This can make it tough to separate their personal lives from their business lives. There are six common missteps, which if avoided, can make wealth planning more effective. It can take 24/7…

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