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...
by Holly Cloutier | Jul 19, 2022 | Financial Planning, Investment
Recessions and significant market drops are usually unexpected. And that is what makes the current environment so distinctive and unusual – suddenly everyone sees a recession on the horizon. A Deutsche Bank survey of over 400 global investors showed that 71% expect an...
by Holly Cloutier | Jun 17, 2022 | Financial Planning, Investment
The S&P 500 entered into a bear market on Monday, June 13th, which means that the index is down at least 20% from the most recent peak on January 3rd. There is nothing special about the 20% level except that it’s a nice round number for investors to contemplate....
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