Blog Library

Putting Together Your Business Transition Dream Team

Posted by Jane Johnson on Tue, Nov, 08, 2016 @ 03:03 PM

As an owner who is thinking about selling your business to a third party or transitioning the ownership to family or other insiders, it’s important to educate yourself about the process and work with professional advisors who specialize in business transfers and have the expertise to manage all facets of your transaction.

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Topics: business planning, business transition, selling my business, Business transition team

The Great Wealth Transfer is Coming, Is Your Practice Ready?

Posted by Kathy Richardson-Mauro on Tue, Feb, 16, 2016 @ 12:21 PM

If your practice consists of primarily business owners, it could be at great risk. According to a recent article in Investment News Magazine, Game Changers - Generational Planning, “a whopping 66% of children fire their parent’s financial advisor after they receive their inheritance.”  

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Topics: free webinar, business transfers, business transition planning, Business transition team, Business advisors for family business, helping your financial clients