As small business owners approach retirement, a significant financial transition looms. This article delves into thoughtful ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Baby Boomers own about half of the private businesses in the U.S., and unless AI figures out a way for us to live forever, now is probably the time to figure out your succession plan. Your sale may ...

Selling a business is often described as a technical challenge, valuations, legal contracts, and due diligence.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. A successful business is generally the foundation of the ...

Leaving well means more than a clean handover of keys, passwords, and titles. It means leaving so that the business becomes more capable, resilient, and innovative without you than it was with you. To ...

In May 2024, Lauren Beckett, CFP, CVB, CEPA, FPQP, and I attended another Exit Planning Summit, hosted by the Exit Planning Institute (EPI). Of the alphabet salad following Lauren’s name, she and I ...

We work with a lot of smart and successful entrepreneurs, many of whom have gotten where they are because they are driven, hard-working and never give up. That focus and passion make them great at ...

Planning your business exit strategy well in advance, preferably 10 years, can significantly enhance the success rate and preserve the business legacy. Performing a SWOT analysis and ensuring your ...

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