by Holly Cloutier | Apr 21, 2023 | Financial Planning, Investment
Market Update for the Quarter Ending March 31, 2023 Sometimes it’s best to expect the unexpected. Fans of this year’s NCAA tournament, often referred to as “March Madness”, were treated to an unexpected set of outcomes throughout the tournament. The top teams,... by Holly Cloutier | Oct 10, 2022 | Financial Planning, Investment
Since the 2007-2008 Financial Crisis, the Federal Reserve has largely pinned interest rates to the floor – with the brief exception just before the pandemic. Free money was nice. Borrowing at 0% for cars and 2% for homes spurred economic growth and fueled increases in... by Holly Cloutier | Sep 13, 2022 | Business Exit Planning
Exit Planning can directly address the need to build business value and serve as an unexpected solution for owners who want to increase their businesses’ value, but don’t know how. One of the pillars of Exit Planning is a timeline that plots the value-building actions... by Holly Cloutier | Aug 10, 2022 | Business Exit Planning
As you prepare for an eventual exit from your business, there are several threats to business value that you need to be aware of: Key employees leaving the company and taking customers, employees, and/or trade secrets. Key employees suddenly leaving without a... by Holly Cloutier | Jul 28, 2022 | Business Exit Planning
Success is rarely linear. As a business owner, it’s important to provide short-term results while having long-term impacts. There are several areas in which strong planning and realistic goals can position you to achieve more success in the coming year. Building...
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