by Todd Feldman, CFP®, CExP™ | Sep 1, 2021 | Retirement
A retirement full of nothing but rest and relaxation isn’t for everyone. Many small business owners find their entrepreneurial spirit just isn’t willing to take a backseat to their new lifestyle of playing golf and sipping whiskey sours. In fact, many retirees find...
by Patrick Carroll, CFP®, CExP™ | May 24, 2019 | Retirement
We met “Luis” during the meet-and-greet following a chamber of commerce sponsored event for member business owners. My team and I had been part of an expert panel talking about preparing a business for sale, but that wasn’t what was on Luis’ mind. After introducing...
by Patrick Carroll, CFP®, CExP™ | May 23, 2019 | Retirement
In our last article, we met “Luis,” a fictional business owner who asked us a very common question: How do I create a financially secure life for myself (and my family) after I leave my company in Baltimore? In a very personal way, he was asking a broader question:...
by Patrick Carroll, CFP®, CExP™ | Aug 14, 2018 | Retirement, Transition/Exit Planning
You are finally at the point in life where you are considering retirement. With all the work you have put into your business, retirement is a welcome sign. You are done, and you want to step away and cash out on your investment: you are ready to sell. But is selling...
