Planning for the eventual exit from your business and the transfer of its ownership involves creating objectives about what you want to do personally – whether pursuing another business endeavor or retiring – and whether you’ll be financially prepared to exit on your terms and provide your family with the lifestyle you want for them. …
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As a successful business owner, it may have crossed your mind that one day you may want to retire, sell the company or transition the business to a trusted insider. Doing this successfully, and on your terms, takes planning. When navigating the complex process of exit planning, there is success in numbers! Consider joining our …
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Many business owners, even though they eventually develop an exit plan, start the process too late to allow themselves the years they need to evaluate, cultivate and protect the value of their business. Don’t let that happen to you. In a study by business transition specialists, ROCG, 84% of survey respondents indicated that, upon their …
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Although we’re in the third quarter of 2018, I find that business owners still have questions about the changes they can expect as a result of the Tax Cuts and Jobs Act. Signed into law on December 22, 2017, it created major changes to both individual and business income taxation. The Tax Cuts and Jobs …
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Traditionally a “Board” has existed to direct, govern, guide or steer an organization, whether nonprofit or business. But in recent years the term has evolved to include Peer Advisory Boards (PABs) which exist for the purpose of helping CEOs and owners of companies direct their own business. It’s unlike a traditional board in that participants …
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Successfully exiting your business will likely prove to be the single largest financial transaction of your life – and a transition you’ll want to accomplish on your own terms. But planning for this event is a complex process. To help navigate the process, consider joining our exit-planning-focused Peer Advisory Board (PAB). This exclusive membership of …
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The event of exiting your business is like the confluence of several rivers. It is the culmination of the investments made of your time, energy and finances over much of your life. You’ll want to exit on your terms and according to your own timing, while leaving your business financially sound and in good hands. …
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Everyone knows that having a clear plan is necessary for businesses to grow and thrive. Not everyone knows that having an exit plan is also a vital part of a business’ success – especially when the owner wants to exit on his/her own terms. Accomplishing your personal, financial, income and estate planning goals is a …
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I’m in the exit planning business, but as a CPA operating my own firm for more than four decades, I find that business owners have many questions about the consequences of the Tax Cuts and Jobs Act bill. I believe the following details will be helpful in clarifying some important ways in which it may …
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Successfully exiting your business will likely prove to be the single largest financial transaction of your life – and a transition you’ll want to accomplish on your own terms. But planning for this event is a complex process. Through decades of working with business owners, exit planning strategy expert, Bob Zarlengo, understands the value of …
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