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Category: Retirement

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 […]

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 […]

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 […]

November 24, 2024October 13, 2025Business 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, 2024October 13, 2025Business 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 […]

July 17, 2022May 10, 2023Business Legacy, Retirement

Helping Others Succeed—Why I Do What I Do!

This conversation with Andre Fuentes Salazar of HuFu explores various elements of why I am so passionate about helping others succeed and […]

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 […]

Recent Posts

  • What Is Your Business Legacy—and How Can You Be Sure It Endures?
  • Why Should I Align My Estate, Financial, and Business Retirement Plans?
  • (Old) What is Your Business Legacy and How Can You Be Sure It Endures?
  • Successor to Your Family’s Business? What You Need to Know!
  • Sustainability: How Long Will Your Business Survive?

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