You would like to sell your business. Where do you start? Watch this video to learn the right questions to ask, and easy steps to take as you move toward a successful transition. Take the Financial State of the Union Assessment
Becoming dispensable may sound counterintuitive but is imperative to building the value of your company. So that you can sell your company when you want, to whom you want and for the price you want. Where are you on the journey to becoming dispensable and maximizing the value of your company?
How do you incentivize employees to act like owners and reward them for future growth of the company, without being owners? Watch and find out.
Have you considered selling to your employees as part of your exit strategy? And even more so, would you like to eliminate the tax bite the IRS takes when selling your business? Watch to find out more.
If you would like to learn more about Donor Advised Funds and whether they are a fit for your wealth plan, we would welcome a conversation.