by Todd Feldman, CFP®, CExP™ | Mar 20, 2019 | Transition/Exit Planning
Sitting down with a business broker without doing your homework is a risky move. It’s even more risky when, like most owners, your financial security depends on selling your business for the best possible price. What kind of risks could you be looking at if... 
by Patrick Carroll, CFP®, CExP™ | Mar 2, 2019 | Transition/Exit Planning
If you have given some thought to one day selling your business to your employees but have also wondered how that might work, you are not alone. Meet “Jasmine,” a typical–but fictional–owner, who came to us with her questions about transferring her...
