Business Owner Interest Insights

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Business Owner Interest

Building a Business Exit Strategy

When it comes to business exit planning, it's important to start early. Following this 3-phased process makes planning more straightforward.
Having an established exit plan in place long before you think you’ll need it can also help soften worst-case scenarios.

Nerre Shuriah

JD, LLM, CEPA | Senior Director of Wealth Planning

Business Owner Interest

Crucial Steps for Generational Succession Planning

Transitioning a family business from one generation to the next? Generational succession planning can help.
Planning for a prosperous generational transition involves many steps, but there are three critical milestones owners should consider to achieve intended outcomes.

Nerre Shuriah

JD, LLM, CEPA | Senior Director of Wealth Planning

Business Owner Interest

Ideas for Business Owners During Difficult Economic Times

With smart planning, your business can be a source of retirement income for you and a legacy for your family or community.
When stressful decisions arise, turning to a business financial plan can help.

Nerre Shuriah

JD, LLM, CEPA | Senior Director of Wealth Planning

Business Owner Interest

How Key Person Insurance Can Protect Your Business

You work hard to ensure your company's success. Use key person insurance to protect every part of it.
When you own and operate a closely held business, it's critical to ensure every aspect of it is appropriately insulated from risk.
Business Owner Interest

Debating Selling Your Business? Get an Informal Valuation

Informal valuations can be useful when you haven’t committed to an ownership transfer transaction yet.
The process of getting a formal valuation is exhaustive and requires many records including inventory lists, audited financial statements, tax returns and more.

Nerre Shuriah

JD, LLM, CEPA | Senior Director of Wealth Planning

Retirement

How IRA Rollovers and IRA Transfers Differ

Do you know the difference between how an IRA rollover and an IRA transfer work? There are tax implications, so it's important to know which is best for you.
Knowing the errors people often make with IRA rollovers and transfers can help you avoid problems during the process.

Tammy Harrison

IRA Specialist

Showing 1 - 6 of 6 results

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