by Holly Cloutier | Sep 17, 2021 | All, Business Exit Planning
Background: The majority owner of a lucrative firm, with approximately 50 employees, is ready to start transitioning out of the business. The ownership is shared amongst four people. The majority owner is in her mid-50s and she owns a 70% stake in the company. The...
by Holly Cloutier | Jul 21, 2021 | All, Financial Planning
The economic recovery from the pandemic continued and equities surged during the first half of 2021. The S&P 500 index was up 15.3% during the first six months, ranking as the second-best performance for a first half of a year since 1998[1]. The pace of the...
by Holly Cloutier | Jul 9, 2021 | All, Business Exit Planning, Financial Planning
Managing taxes and planning for long-term illness or death are essential parts of financial planning. If you leave behind a 401K account when you pass away, your beneficiaries will be responsible for handling the account. The beneficiary of an inherited 401K might be...
by Holly Cloutier | Jul 7, 2021 | All, Business Exit Planning
There’s been lots of talk (and associated panic) about the Biden administration’s proposed tax hikes as part of the American Families Plan and its projected $1.5 trillion price tag over the next 10 years. First and foremost, the key word here is proposed. None of this...
by Holly Cloutier | May 25, 2021 | All, Business Exit Planning
An external or third-party sale is what most business owners envision when they think about exiting their businesses – selling to competitor, customer, or investor. Owners think they’ll simply find a buyer, get what they deserve for their business, and move on to...
by Holly Cloutier | May 25, 2021 | All, Financial Planning, Investment
The purpose of this article is to inform you of recent transactions within the Global Asset Allocation Strategy. As discussed during the First Quarter Market Update, the strategy has been considerably overweight equities in recent months. We have been believers in the...
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