Don’t Let Your Key Employees Jump Ship
Monday, 23 November 2020
by Business Exit Planning
Next-level management teams are the drivers behind building business value. But how can you and your advisors attract and keep next-level management teams? The answer lies within incentive plans. When incentive plans are properly designed and implemented, your business has the potential to grow well after you sell. Well-executed incentive plans can motivate each member
- Published in Exit Planning
If You Don’t Uncover the Skeletons in Your Closet, Your Buyer Will
Monday, 23 November 2020
by Business Exit Planning
Starting the preparations to sell your business is never easy. Selling or buying a business comes with mixed emotions and hard decisions. There are a lot of variables to consider. One action item to discuss early is the process of due diligence. In order for you to attract a buyer to your company, you must
- Published in Exit Planning
October 2020
Monday, 02 November 2020
by Business Exit Planning
In this issue we will be covering these topics: Play the Center Square – and Dominate! 401(k) Loans and Unemployment – a Bad Combo Deposits: How Magic Happens! The Household CFO: Efficient or Risky?
- Published in Financial Planning
September 2020
Monday, 02 November 2020
by Business Exit Planning
In this issue we will be covering these topics: The View From Mount Stupid Non-Guaranteed Assets: In Theory and Practice Has the Pandemic Locked You Out of a HELOC? The Blue Zone Financial Professional
- Published in Financial Planning
August 2020
Monday, 02 November 2020
by Business Exit Planning
In this issue we will be covering these topics: Living Prudently in the Now A One-Club Suggestion for Personal Finance Remote Work, Nexus, and Jock Taxes Technology Dilemma: When is Easier Better?
- Published in Financial Planning
July 2020
Monday, 02 November 2020
by Business Exit Planning
In this issue we will be covering these topics: Why Your “Number” is Really Two Numbers Financial Insight From the Pandemic: Many Americans Didn’t Make Their Beds The Cares Act: Yes or No to CRDs or RMDs The $10 Million American Life
- Published in Financial Planning
June 2020
Monday, 02 November 2020
by Business Exit Planning
In this issue we will be covering these topics: Surviving the Black Swan Will You Lose Your Rings in Retirement? A Real-Life Risk Tolerance Test Not Having Insurance Makes Me More Careful (WHAT?!)
- Published in Financial Planning
May 2020
Monday, 02 November 2020
by Business Exit Planning
In this issue we will be covering these topics: Balancing Efficiency and Resilience Cash Values for Retirement Income: A Case Study The Special Needs Trust: A Hopeful Answer to Tough Questions The Actuaries Have Spoken: TWD is Risky!
- Published in Financial Planning
April 2020
Monday, 02 November 2020
by Business Exit Planning
In this issue we will be covering these topics: The Nastiest, Hardest Problem in Finance The Illusion of “Defeased Debt” Backhoes and Life Insurance: When “Simple” Becomes “Simplistic” A Retirement Investment that Yields 3X Happiness
- Published in Financial Planning
March 2020
Monday, 02 November 2020
by Business Exit Planning
In this issue we will be covering these topics: Pragmatic Visualization The Secure Act Changes IRAs Interest Rates: Is the Long Term Trend Lower? The Irrational Exuberance in Men’s Underwear
- Published in Financial Planning