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 […]
Category: 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 […]
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. […]
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 […]
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 […]
What Does Your Business Mean to You?
You’re a family business owner, either first or later generation. Or, you’re a small business owner who has been in business for […]
Excited About Retiring from Your Business?
Are you contemplating retiring from your family or small business after many years of hard work? Are you excited about the prospect […]
Are You Working With Your Shadows?
What is shadow work, and what is the impact of not doing your personal shadow work? In this interview with Ed Oakley, […]
The Biggest Issues Family Business Owners Face When They Retire—Interview with Lee Kantor of Business Radio X
Earlier this month, Lee Kantor of Business Radio X interviewed me about the issues of retiring as a family business owner. The […]
Retiring as a Family Business Owner—Interview with Fred Coon of CS&C on The US at Work
Last year, Fred Coon of Stewart, Cooper, and Coon interviewed me about the issues of retiring as a family business owner. Click […]
