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 […]
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 […]
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 26, 2021December 21, 2021Estate 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, 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 […]
January 14, 2021December 21, 2021Retirement 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 […]