Category Archives: Exit Planning

Decisions Made from Fear

When Fear Dictates Decisions

I can’t. We won’t. I shouldn’t.

Sound familiar? These thoughts creep in as your business grows. You’ve overcome a lot already—taking that first leap, pushing through uncertainty, making tough calls when the stakes were high. But now, you have something to lose. The fear of getting it wrong can paralyze progress. Continue reading

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Missed Opportunities

Your business is doing pretty well. You’re adding to your personal savings every month and are more focused on tax strategies than making payroll. But how do you know if you’re leaving opportunities on the table? Some indicators are obvious. … Continue reading

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Goals and Resolutions

Businesses set goals. These can be budgetary, operational, recruiting, sales or profit oriented. Individuals make resolutions. Continue reading

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What is “Holistic” Planning?

Financial planners use the term “holistic planning” frequently. It’s meant to indicate that they consider the client’s short- and long-term life goals and the future they visualize. According to Fidelity Investments Holistic Wealth Planning is continuous and considers two dozen … Continue reading

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Battling Assets

Occasionally, we run into what I call “Battling Assets.” That is when an owner is drawing a comfortable income from the business, but it is arranged in a way that denigrates the business value, the value of the asset, or … Continue reading

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