October 13, 2025Business Legacy What Is Your Business Legacy—and How Can You Be Sure It Endures? Unlike Machu Picchu, a business legacy isn’t built of stone—but of vision, values, and purpose. A legacy is more than an inheritance […]
July 15, 2025October 13, 2025Estate Planning, Exit Planning, Financial Planning, Retirement Why Should I Align My Estate, Financial, and Business Retirement Plans? A Successful Business Transition When you start to plan your retirement from the business you have worked so long and hard to […]
June 18, 2025October 13, 2025Business Legacy (Old) What is Your Business Legacy and How Can You Be Sure It Endures? Unlike Machu Picchu, a legacy is a gift, especially of money or personal property, bequeathed by will. More broadly, it is anything […]
April 4, 2025October 13, 2025Estate Planning, Exit Planning Successor to Your Family’s Business? What You Need to Know! Baby Boomers are retiring in ever-increasing numbers—10,000 per day by one estimate! Many of these Boomers are retiring from a business they […]
March 28, 2025October 13, 2025Sustainability Sustainability: How Long Will Your Business Survive? Are you a family business owner? If so, do you intend to create a legacy through your business? How will you ensure […]
March 2, 2025October 13, 2025Exit Planning, Retirement Discover the Ideal Time to Exit Your Business You’re a family or small business owner. You’ve reached a point in your life where you are beginning to think about retiring. […]
February 26, 2025October 13, 2025Estate Planning, Retirement Estate Planning—Isn’t a Will Enough? The short answer to this question is, “No; having just a will isn’t enough!” As a family or small business owner, you […]
February 24, 2025October 13, 2025Exit Planning, Retirement Business Retirement Planning: It’s a Team Effort! You’re a family or small business founder or owner. You’re beginning to consider retiring from your business—or you’d just like to reduce […]
February 15, 2025October 13, 2025Buy-Sell Agreements, Exit Planning Buy-Sell Agreement? Too Much Trouble! My Partner and I Don’t Need a Buy-Sell Agreement—Do We? Yes, you most likely do! If you and one or more partners […]
January 14, 2025October 13, 2025Retirement I’m Retired! Now What? Why should you look closely at what you do after you retire from your business? Isn’t that personal, with no connection to […]