The issue of owners’ readiness to quit their business is consequential given current demographics. Research conducted by the Exit Planning Institute shows that baby boomers own 51% of American ...

As someone who has been running businesses for the past 30 years, I have witnessed firsthand the void that many business owners have in terms of financial planning. Entrepreneurs, by nature ...

In my experience as president of a company that specializes in exit planning, I've found business owners typically delay an exit for one of three reasons: personal, financial or business.

The table above is not comprehensive, but merely represents one recommended sequence for taking the core business curriculum. There are many courses in related areas (e.g., wills & trusts) that may ...

Succession planning in the context of family owned or controlled businesses generally has two overarching concerns; first, who will manage the business, and second, how will ownership and control ...

Business owners: Imagine your wealth creating ... think of these accounts as a wealth multiplication tool. With smart planning, these can become generational wealth builders.