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Category: Exit Planning

April 21, 2022April 21, 2022Exit Planning

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, […]

February 23, 2022Business Legacy, Estate Planning, Exit Planning

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 […]

December 22, 2021December 22, 2021Business Legacy, Estate Planning, Exit Planning, Financial Planning, Retirement

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 […]

November 24, 2021December 21, 2021Business Legacy, Exit Planning, Retirement

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 […]

July 15, 2021December 21, 2021Estate 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 […]

July 15, 2021December 21, 2021Business Legacy, Exit Planning, Retirement

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 […]

April 4, 2021December 21, 2021Estate 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 2, 2021December 21, 2021Exit 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 24, 2021December 21, 2021Exit 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, 2021December 21, 2021Buy-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 […]

Recent Posts

  • Helping Others Succeed—Why I Do What I Do!
  • Are You Working With Your Shadows?
  • The Biggest Issues Family Business Owners Face When They Retire—Interview with Lee Kantor of Business Radio X
  • Retiring as a Family Business Owner—Interview with Fred Coon of CS&C on The US at Work
  • What Does Your Business Mean to You?

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