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...
by Todd Feldman, CFP®, CExP™ | 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 Todd Feldman, CFP®, CExP™ | Transition/Exit Planning
In our article, Selling Your Business to Employees, we met “Jasmine,” the fictional, 63-year-old owner of a professional services company in the DMV-Washington D.C. area. She was considering selling her business to a group of her key employees. At our first meeting,...
