Transferring Wealth to Children

In their desire to pass wealth to children, business owners are no different than nonbusiness- owning parents. Business owners are different, however, in the tools they can use to transfer wealth. Read the white paper Click...

Leave Your Business – It’s Inevitable

This White Paper contains an overview of the Exit Planning Process. We have White Papers describing, in detail, many of its elements. Please contact the advisor who gave you this White Paper if you’d like additional information about a specific topic. Read the white...

Five Reasons You Need To Know What Your Business is Worth

Few business owners relish spending money on something they don’t need. And for most owners, hiring an expert to estimate the value of their companies falls into that don’t-need category. So it is no surprise that owners typically respond to an exit planning advisor’s...

Business Continuity Plan

This White Paper discusses the multiple problems – facing sole owners and owners in multi-owner companies – that an owner’s death or disability creates for the business, for the other owners (if any), and sometimes, for the family. It also proposes solutions to each...