Planning Your Business Transition for Maximum Success

After working with business owners for four decades and owning my own firm for 25 years, I’ve witnessed good, bad, and ugly transitions and exits.

Are You Leaving Money on the Table with Your Business Exit?

As a business owner myself who has guided other entrepreneurs through life-changing transitions over my 40-year career.

Finding Your Freedom Point: The Financial Milestone Most Business Owners Miss

During our conversation, Michael asked me a question that gets to the heart of what many entrepreneurs face: “Why didn’t I start my own Keogh or IRA?” he wondered.

The Power of Coordinated Planning: Breaking Down Advisory Silos

As a business owner, you likely have an accountant, a financial advisor, an attorney, and several business consultants.