Finish with a Sprint: Origins
This week I thought it was high time to talk about what ‘Finish With A Sprint’(FWAS) means to me and what I hope it will bring to you. I have…
Black businessman stands to present to colleagues at meeting
Why Business Owners Should Have Their Financial Advisor Sitting ‘First Chair’ On Their Advisory Board
In the 2023 National State of Owner Readiness Report prepared by the Exit Planning Institute, a whole bunch of really valuable information is shared freely with the business owner community. …
You Don’t Always Get To Pick Your Exit: Don’t ignore reality
I always tell business owners the following: Exit planning is NOT an event One of the first things we do with clients, after the initial period of assessment and valuation,…