business owners

Are Your Heirs Engaged?
Why Every Business Owner Should Have an Exit Plan

Why Every Business Owner Should Have an Exit Plan

by Andrew Bishop, Daniel Brunello
When many business owners hear the words “exit plan” or “succession plan,” they immediately think of retirement or that the end is approaching. Some owners view exit planning as “nice to have” while others quite frankly are just too busy managing their company to develop a plan with their advisors and put it in place. But having the right plan in place can reduce risk and ensure that those you care about are taken care of if the unexpected happens.

Business Owners, Wealth Planning


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Serial Entrepreneurs: Cashing in and Starting Over

Serial Entrepreneurs: Cashing in and Starting Over

by Anne Bucciarelli, Ashley E. Velategui
Serial entrepreneurs often struggle to solve very complex financial problems. When they get a rich offer for their businesses, they typically want to upgrade their life styles, save for their own and their children’s futures, give money to charity—and fund their next ventures. Here’s how one hypothetical couple, drawn from client experience, put together their plan.

Business Owners, Wealth Planning


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