by Holly Cloutier | Mar 22, 2021 | Business Exit Planning
100% of business owners will eventually leave their business. Will you be ready when the time comes? We can help you identify your transition goals, shape plans for a successful future, save money in taxes, and set an exit date. We have listed out some of the popular...
by Holly Cloutier | Jan 19, 2021 | All, Financial Planning, Investment
2020 is finally over. The year ended with a bang, as cyclical and small company stocks that lagged for most of the year outperformed during the final quarter. Cyclical stocks are mostly industrials, financials and energy companies that rely on a strong economy (which...
by Holly Cloutier | Jan 5, 2021 | All, Financial Planning
It’s that time of year when many people set goals with the hope of changing their lives in the months to come. Some may set their sights on losing a significant amount of weight or training for a marathon, while others may want to spend more time with family or other...
by Holly Cloutier | Jan 5, 2021 | All, Business Exit Planning
Many people don’t understand the importance of establishing and maintaining an emergency fund until it’s too late. Are you financially prepared for a leaky roof? How about a broken-down car? If you lost your job, how long would you be able to support yourself and your...
by Holly Cloutier | Jan 5, 2021 | All, Business Exit Planning
According to surveys, up to 79% of business owners plan to exit their businesses within the next 10 years, with more than half saying they want to exit within the next five years. However, many business owners fall into the trap of the “rolling five-year Exit Plan,”...
Recent Comments