Business Valuation: What Is My Business Worth
Wondering what your business is worth? Before you start your succession plan or think about how to sell your business, you need a business valuation.
When to Start Succession and Exit Planning
Most business owners put the succession planning process off too long. So, when should you begin succession and exit planning? Find out in our latest blog.
Planning Your Exit Strategy
When should you start planning your exit strategy? If you’re a business owner, your exit path should already be on your mind, no matter how far away it might be.
Being an Entrepreneur vs. Being an Investor
The transition from entrepreneur to investor can be a bumpy road, especially if you stumble over some common missteps. Learn what to watch out for and what steps you can take to become a more savvy investor.
Culture From the Top Down: Executive Compensation Plans Explained
By Craig Lemoine, Director of Consumer Investment Research At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – …
Building a Business to Sell
By Brady Marlow, CFP®, AEP®, CAP®, CPWA®, CExP, Wealth Strategist Many business owners are so consumed with growing their business that they have trouble planning for a successful exit. Not just how to eventually exit, but how to do it successfully.
ESOP Benefits for Business Owners
A sale to an Employee Stock Ownership Plan (ESOP) is a rarely used Exit Path, but business owners have begun taking interest in the possibilities they provide. An ESOP can be many things, but in its simplest form, it’s a qualified retirement plan that must invest primarily in the stock of a …
Breaking Down the Basics of ISOs
Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.
Retirement Plans for Small Business: Comparison Chart
401(k), SEP, Simple, Defined Benefit, rollovers, conversions, pre-tax, post-tax – there’s a lot to think about when it comes to retirement plans. This gets even more complex as a small business owner when you’re on the other side of the table. We put together this comparison chart, wh …
4 Unforeseen Third-Party Sales Challenges for Small Business Owners
There are four challenges that you could face in pursuing a third-party sale that could cause you to change your mind, and some of them are unexpected.
3 Things All Valuable Businesses Have
There are plenty of elements that make businesses valuable. But regardless of industry or aims, there are three things that all valuable businesses have in common. Let’s look at these three factors and explain why they’re important for owners and their advisors to acknowledge. Next-level ma …
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Business Succession Planning Checklist
You remember your first day of business. But what about your last day? Succession planning is more complex than it may seem. Our guide walks you through the details.
