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Business Exit Planning

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June 2019

​In this issue we will be covering these topics: Do You Believe? A Fix for "Dumb Money"  Why Are We Under-Prepared For Widowhood?  Reality Check: The Delusion of an Athletic Scholarship  How Life Insurance Could Extend Your Life     Download PDF File Here
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Exit Paths for Business Owners

​An Exit Path is the route a business owner takes to successfully exit his or her business. Many owners facing the choice of an Exit Path are curious about  the relative popularity of each Path: 1. Sale to Insiders - 31% of business owners are interested in this exit path. A transfer to insiders in the exit path most successfully traveled by&n...
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584 Hits
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Business Owner Survey Report

Baby boomers have begun to exit their businesses en masse, and their exits have triggered perhaps the most massive transfer of wealth in history. Yet, even as this monumental wealth transfer takes shape, most business owners find themselves either partially or entirely unprepared to exit their business with the financial security they need to assure that the quality of their post-exit lives matches or exceeds the quality of their pre-exit lives.

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619 Hits
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Life Insurance for Estate Equalization

Most family business owners wish to see the business continue on for generations. Unfortunately, this is more the exception than the rule.    Download PDF File Here
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Is Your Business Equipped With An Exit?

Office space. Check. Desks. Check. Chairs. Check. Whether your tools are computer and copy machines or a pickup truck and a power saw, one of the most overlooked essentials is a way out. As a business owner the last thing you want to discover is that you don’t have a way out when you need one. A much better option is to start planning for that exit now. Sure, you can always walk out the door right now if you wanted to, but only if you’re willing settle for a less than ideal payday. The kind of exit we’re talking about keeps you in control of every last detail and lets you leave in style.

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How To Sell Your Business To Your Employees.

Selling your businesses to your best, most loyal and / or most ambitious employees can make a lot of sense: they have something to work toward, the business can continue to thrive, and you can exit with your financial security in tact. How?

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Don't let April fools you

DON’T LET APRIL FOOLS YOU

 

For Immediate Release: April 2015 – The most hated day of the year is just a month away. April 14th, otherwise known as Tax Day, is responsible for making grown men weep, corporations crumble, and if evaded, can even land you in prison. Yikes.  

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538 Hits
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