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…
Tag: succession 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: 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…