Business Succession and Taxes: 6 Common Mistakes

Small business owners need to think through the tax implications that may arise from their succession plan. Before you exit your business, read this helpful guide.

Business Valuation: What Is My Business Worth

Wondering what your business is worth? Before you start your succession plan or think about how to sell your business, you need a business valuation.

Building a Business to Sell

By Brady Marlow, CFP®, AEP®, CAP®, CPWA®, CExP, Wealth Strategist Many business owners are so consumed with growing their business that they have trouble planning for a successful exit. Not just how to eventually exit, but how to do it successfully.

Business professional using his tablet to check his financial numbers

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