- Our Team
January 26, 2024
Congratulations! You sold your business after working with a business valuation expert for years. You were able to maximize the offer because you knew the value of your business. The closing date is days away. It will be the biggest pay day of your life.
Do you let this last pay day money just sit in your checking account earning a meager 0.07%? Nope! You were smarter and better informed than many small business owners. You chose to work with a certified business valuation expert that is also a financial advisor.
While you were working to maximize the value of your business, you and your financial advisor were hard at work planning for this day—your last pay day! Over the years, you had talked about investments, insurance, donor advised funds, retirement, Section 529 plans and even exit planning. Those discussions got you to this day.
As a result, you will not be sitting idle—you and your advisor have a plan. A financial plan that is flexible and that can be stress tested as things change. You talked about your goals and your advisor listened. Vacation home—check! Grandchildren’s college education—check! Alma mater endowment—check! Long-term care insurance—check! Diversified portfolio that reallocates and rebalances—check! The key to success is planning. Talk to a certified business valuation expert who is also a financial advisor—someone that can help you maximize the value of your business and plan for that last pay day. Give me a call today.
January 24, 2024
At some point, every business owner leaves the company, either voluntarily through retirement or otherwise. Some businesses will outlive their founders. Others can’t survive without the continued involvement of a key owner-employee. And a few business concepts — from horse-drawn buggies to video rental stores — eventually lose relevance. Here’s an overview of the options […]
January 22, 2024
In a complex and volatile economic climate such as this, it’s important to use every tool at your disposal to ensure your business stays on top of its game — especially when seeking financing to support ongoing operations or future expansion. From this perspective, a professional business valuation can be invaluable — both in obtaining […]