In a world filled with so much uncertainty we tend to hold on to everything we feel, or believe, is certain. These points of certainty are what allow us to maintain faith in the world around us and ground us...
Five Massive Mistakes Related To Exiting A Business
Exiting a business does not have to be difficult. In fact, exiting a business can be pretty straightforward if you understand the elements that are required to prepare, market, and exit a business correctly. Unfortunately, we get lulled into a...
How To Avoid The Exit Planning Mistake Over 80% of Entrepreneurs Make
A fallacy almost every entrepreneur experiences at some point in their journey is the belief they are invincible. Maybe they do not openly state it, sort of like not wanting to jinx themselves, but their actions support that belief. To...
How The Lack Of A Succession Plan Can Hurt Your Private Company Valuation
Beep! Beep! Beep! The sound of your alarm wakes you from a seven hour slumber. If today was like every other day you’d roll over to turn off your alarm, wipe your eyes, stretch, and contemplate your day ahead before...
Can Term Life Insurance Save A Life?
Planning for the future can be a fun activity. Hopes and dreams can be explored. Goals and aspirations can be mapped out. The impossibility can become possible when we put our minds to making our dreams a reality. That is...
How To Fund A Buy Sell Agreement
In a perfect world everything goes smoothly. You start with an idea, you spend time building a revolutionary product, your product solves widespread problems, but then you hit a wall. At first the wall seems more like a bump, but...
How many of you have actually thought about your final years? If you are like most people, then you probably haven’t. It’s understandable; you are juggling so many things that your focus is probably on getting from one day to...
Comparison: Divorce Financial Planning vs Traditional Financial Planning
It’s over. The process is complete. You are now divorced. What do you do next? Outside of the potential celebration, it is time to get to work. You have to make up for lost time and recoup lost money. To...
Part 2: The Secrets of Restricted Stock
In part 1 of our two part series we explored, at a high level, the differences between the stock option plans, incentive stock options, and non-qualified stock options. We discussed some of the reasons why companies issue them and the...
How Does Divorce Impact a Special Needs Family?
Divorce is a scary endeavor filled with emotions, memories, and potentially a lot of fighting over how to split years worth of “stuff”. However, divorcing with a special needs child is an entirely different level of emotion, fear, and fighting....