In a previous article, we explored the five succession planning questions that every family business owner should consid…
Succession Planning
When Should Business Owners Start Succession Planning?
It is estimated that two-thirds of all businesses in the United States are owned by baby boomers and three-quarters of t…
Is Your Buy-Sell Agreement Properly Funded?
Are you an owner in a privately held business? If so, you’ve likely spent years building a valuable financial interest i…
5 Succession Planning Questions Every Family Business Owner Must Consider
Succession planning for family business owners is one of the most talked-about areas of financial planning — but it is o…
Effective Transitions of Privately Held Businesses
Over my years of practice, I have found that many of my estate planning clients have owned one or more business interest…
What’s Your Company Worth?
An Introduction to Advanced Planning for Business Owners This article was co-authored by Anthony Perillo, financial advi…
Exit Routes for Business Owners
This article was co-authored by Nate Wenner, principal and regional director at Wipfli Hewins Investment Advisors. Are y…
Things to Consider When Selling Your Business
If you are considering the sale of your business you might want to think about a few things before getting the process s…