by Todd Feldman, CFP®, CExP™ | Jul 8, 2019 | 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™ | May 3, 2019 | 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™ | 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 Todd Feldman, CFP®, CExP™ | Jan 14, 2019 | 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,...
by Todd Feldman, CFP®, CExP™ | Dec 28, 2018 | Continuity Planning
Death and disability are two conversation-killers that we need to talk about. Today. The survival of your business and financial security of your family depend on the actions you take before either of these awful events occurs. Once you make a plan, I assure you that:...
