A Good Business versus a Good Investment

A Good Business versus a Good Investment

When it comes time for a business owner to contemplate an exit from their business, it is important to consider the differences between a ‘good business’ and a ‘good investment’. The next owner of your company will be looking for a ‘good investment’, not just a good business. Therefore, if you want to attract a  … Read more

The Fragile Nature of a Business Exit

The Fragile Nature of a Business Exit

Many baby boomer business owners today are thinking about their retirement and the transition out of their privately held businesses. This newsletter was written to help business owners understand and address the various ways that privately-held businesses can be disrupted during the exit planning process and execution of that plan. Knowing the most common areas  … Read more

Spotting Credit Trouble

Spotting Credit Trouble

How to check for problems. Americans aged 45 to 54, who have credit card balances, carry an average debt of $9,096 per individual. (1) The wise use of credit is a critical skill in today’s world. Used unwisely, however, credit can rapidly turn from a useful tool to a crippling burden. There are several warning  … Read more

Should You Care What the Financial Markets Do Each Day?

Should You Care What the Financial Markets Do Each Day?

Focusing on Your Strategy During Turbulent Times. Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience also manifests itself in the financial markets. When stocks slip,  … Read more

An Estate Strategy for Your Digital Assets

An Estate Strategy for Your Digital Assets

What should you know? What should your executor know? When you think about your estate, you may think about your personal property, real estate, or investments. You also have other, less-tangible assets – and they deserve your attention as well. Your digital assets should not disappear into a void when you die. Nor should they  … Read more