by Todd Feldman, CFP®, CExP™ | Continuity Planning
With temperatures rising and much of the country open for business again, many Americans are itching to get out and explore the outside world once again. But planning a vacation is a bit more complicated when you’re a business owner. So is it possible to leave...
by Todd Feldman, CFP®, CExP™ | Continuity Planning, Succession Planning
As entrepreneurs, we dream of creating something that will outlast us and continue across generations. Perhaps we envision our children carrying on the mantle of the family business or a storefront bearing our name long into the future. Whatever the reason, our...
by Todd Feldman, CFP®, CExP™ | Succession Planning
Our last blog post provided a few helpful tips on eliminating the drama from your business succession journey. However, before you reach the point where your choice of successor can make waves in and around your business, you need to choose someone! So here are eight...
by Todd Feldman, CFP®, CExP™ | Succession Planning, Transition/Exit Planning
Google “exit planning”. Did you get about 29 million results? Now, discard those related to pulling troops out of foreign countries. You are still left with thousands of links to the websites of advisors that promise to help you exit your one-person or...
by Todd Feldman, CFP®, CExP™ | About Us, Lifestyle Protector Process
The Lifestyle Protector Process™ Small Business Financial Planning in DC, Maryland and Virginia You are a successful business owner, so it is clear that you know how to generate income. One day you run into your long-time buddy. The two of you started your businesses...
