Reading Time: 5 minutesGifting a company is often used for estate and exit planning. This exit strategy involves the transfer of ownership of a company to another party (often a family member or key employee) without the business owner expecting or receiving financial Read more…
Tag: retirement planning
Reading Time: 4 minutesWealth Managers play a key role in the exit planning process by offering critical financial advice and strategic planning expertise to ensure a smooth, financially sound retirement plan for business owners. According to Complete Financial Wealth’s CEO, Bob Weissbein, CWS Read more…
Reading Time: 4 minutesTick Tock. Have you noticed the clock always moves forward? (Sans reverse daylight savings time.) We turn to the next calendar page; we cannot go back. The generations move on. I used to be part of the “sandwich generation” where Read more…
Reading Time: 2 minutesINTERVIEW ON THE PRICE OF BUSINESS SHOW, MEDIA PARTNER OF THIS SITE. Recently Kevin Price, Host of the nationally syndicated Price of Business Show, welcomed David Lewis to provide another commentary in a series. The David Lewis Commentaries The profession Read more…
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