Webinar Recording: Business Transition Planning

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When a business’s founder is ready to hand on ownership to the next generation, the process is much easier with a solid plan. This webinar addresses defining objectives, ownership transfer strategies, and financial planning strategies for before and after the transfer. Don Bielen, the presenter for this webinar, specializes in ownership transfers and succession plans. […]

Webinar Recording: Alternate Paths to the Traditional Sale of Your Business

Many small business owners don’t know much about the process of selling a business until they’re in the middle of it. Learning about the different options can open up more possibilities. This webinar addressed employee stock ownership plans, management buyouts, tax mitigation strategies, and more. Kirk Michie, founder of Candor Advisors, presents. He has worked […]

Webinar Recording: Will Your Business Survive?

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After years or decades of building up a business, business owners want assurance their business will survive after they hand off the reins to someone else. Advance planning can make all the difference between a flourishing business for years to come and a fire sale of the assets. This webinar addressed all the factors of […]

Webinar Recording: Selling Your Business

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When it comes time to sell a business, many business owners are inexperienced. They don’t know how to get the most profit from the sale. The webinar addressed business valuation, the value of a business’s brand, and the role of an exit planner. The webinar featured Andrew Jensen, a senior wealth advisor with decades of […]

How to Sell Your Business

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Selling a business is more complicated than selling a house. Learn about the process and make an exit plan before you need it.

Business Valuation: Why and How

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There are different ways to calculate the value of a business, but all of them can be useful in figuring out what your business is worth.

Succession Planning

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When the unexpected hits your business, you need to have something in place that keeps it, and you, protected. Now, you may be saying that you have some sort of understanding in place, but when trouble hits, understandings can be easily misunderstood! Legal paperwork helps prevent both questions and problems. Working with a financial advisor […]

Estate Planning For Your Business

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You know the importance of doing estate planning for the future of your family. You can protect your assets and look out for your loved ones when you are no longer around. This takes on an even greater significance when you own your own business. Not only do you need to think about your own […]