Sell the Business Develop an Exit Strategy > Advisor motives rule > Advisors are “transactional” > Goal is “sale of business” > Process includes “finding buyers” > Sales process at “mercy of market” > Outside party necessary for deal > Company is “shopped” > Negotiations center around “price” > Large advisory fees and taxes >
70% of private business owners report that their business is their primary source of income; yet, only 20% of small businesses are successfully sold to an outside buyer. Over the next months, I plan to share some thoughts and disciplines around business plans for exit strategies, employee retention during ownership transition, selling your business to
Someone is sitting in the shade today because someone planted a tree a long time ago. – Warren Buffett Exit Planning is a process of controlling a retirement strategy. It’s about Reducing Risk, Preserving Wealth and Maximizing Value.
If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.
With the Democratic and Republican candidates presumptively decided, all eyes now turn to the General Election. One of the biggest issues that we follow is the divide between Donald Trump’s plan for taxes and that of Hillary Clinton. Taylor Ranker of Questmont Strategic Wealth Advisors was invited to speak on this topic last night on
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