Reading Time: 5 minutesWhether you’re buying, selling, restructuring, or planning for the future, understanding what your business is worth is crucial, but not every situation requires a formal valuation. Sometimes, a less formal and more cost-effective approach is enough to meet your goals. Read more…
Reading Time: 5 minutesSuccession planning is a critical milestone for business owners and senior managers as they end their careers. The most enduring impact of a leader is the legacy he or she leaves behind. Creating a long-term legacy after succession means shifting Read more…
Reading Time: 4 minutesSuccession planning is essential to avoid disruptions and ensure business continuity during a business transfer. Accordingly, a comprehensive succession plan is a necessary part of every business owner’s exit. To help prepare a business for the business owner’s departure, certified Read more…
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: 5 minutesBy Jim Talerico, At the beginning of 2020, roughly 90% of business owners stated that they either had a succession plan they weren’t happy with or that they have no succession plan at all. The Covid crisis has made Read more…
