Life Insurance for Business and Estate Planning

By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways.

Business Succession and Taxes: 6 Common Mistakes

Small business owners need to think through the tax implications that may arise from their succession plan. Before you exit your business, read this helpful guide.

Building Your Ideal Business Succession Plan

By Odaro Aisueni, CFP®, Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. In fact, most small business owners have so much purpose t …

5 Common Business Exit Planning Mistakes (and How to Avoid Them)

By Elizabeth Schanou, JD, CExPTM , Senior Wealth Planner  Succession planning – or more accurately “business exit planning” – is a critical process that has weighty implications for small business owners. There are two key goals: You want to ensure a seamless transition that will pres …

Business Succession Planning Checklist

The business succession process isn’t a “rainy day” task. It’s a living process that you should start as soon as possible.  You’ve probably given it some thought and almost figured out how you want to transition your business, but an “almost” succession plan is no plan at all. Fill in the f …

How to Sell Your Business

Wondering how to sell your business? We’ve broken down the steps you should take when creating an exit plan and ultimately moving forward with selling your business.

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, Ph.D., CFP®, 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 k …

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