Family business owners face a dilemma when it comes to passing leadership on to the next generation. According to the Ex...
8 Things to know about exit planning (and why it’s crucial for business owners)
In May 2024, Lauren Beckett, CFP, CVB, CEPA, FPQP, and I attended another Exit Planning Summit, hosted by the Exit Plan...
Unlocking the Sale: Strategies for Skilled Professionals to Successfully Exit Their Businesses
After years of hard work, business owners often look forward to a well-deserved retirement. The typical business owner h...
10 tips to help business owners live their optimal life
Last month, I was honored to present at the 2022 Exit Planning Summit in Scottsdale, Ariz. The keynote speaker was Gino ...