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:...
by Todd Feldman, CFP®, CExP™ | Nov 9, 2018 | Transition/Exit Planning
Why Should I Work with a Business Broker to Sell My Business? It’s not uncommon to see “For Sale by Owner” signs in front of homes. Maybe your friend, family member, or even you have sold a home without an agent. It is unusual, however, to find the same sign outside a...