In last month’s article we discussed the importance of properly valuing your business. Now we proceed to step 3 of the 7-Step Exit Planning process, which is enhancing the value of your business. In Step 2 you we[...]

In our financial planning and wealth management practices, we are often faced with the unique challenges brought to us by our small business owner clients. Typically, 80% or more of their net worth is represented by her [...]

In the process of buying a practice, most of the due diligence is spent calculating the value of the practice. All too often, the buyer ignores the potential liabilities of the practice. [...]

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