How Much Is Your Business Worth To You?

One question I always ask business owners as they start thinking about succession planning is “How much do you need your business to be worth?” The answer usually involves a…

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The Three Questions To Sell Your Business

For twenty years now I have been advising people on their finances. Whether personal financial planning or advising business owners on their succession plan, I have held hundreds if not…

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Start succession planning now The Five Year Rule

Over the last few years as an expert in the Employee Ownership Trust, and for two decades before that as a personal financial planner, I have discussed succession planning with…

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Celebrate EO Day In Celebration Of The EOT For EO Day

Today is national employee ownership day (EO Day). Employees of companies all over the country are holding parties, picnics and other celebrations of the fact that their business is employee…

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