by Holly Cloutier | May 19, 2021 | All, Business Exit Planning
Preparing your business for a successful future often goes hand in hand with preparing your business for a successful sale. No matter whom you sell to—and even if you believe you’ll never sell your business—you should focus on catching Deal Killers. Deal Killers are...
by Holly Cloutier | Apr 28, 2021 | Business Exit Planning
As a business owner, you’re likely used to having as much control over how the business functions as possible. You’re the go-to person for big decisions and you own the consequences of those decisions, whether they’re good or bad. This attitude is often good and...
by Holly Cloutier | Apr 28, 2021 | Business Exit Planning
As a successful business owner, you know that your business has value. It likely supports the lifestyle you and your family live. It provides a paycheck and perhaps benefits to the people you employ. The products or services you provide are meaningful to your clients....
by Holly Cloutier | Apr 28, 2021 | All, Business Exit Planning, Financial Planning
James Keefe sat nervously in his Exit Planning Advisor’s office. Until the day before, he had been president of Keefe Automotive Sales, one of the region’s largest new car dealerships. Now he was out of a job and felt he was a victim. Naturally, his first thought was...
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 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...
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