Are You Being Your Own Worst Exit Plan Enemy?
When they first start to consider a business exit, many business owners believe that they want to sell their companies to a third party. These owners sometimes fear that tight-fisted [...]
HKFS Planning Strategies: Proposed Changes to IRA Rules
There are three major changes to IRAs currently being proposed in the legislature. You will want to talk with your financial advisor about these changes to make sure you have [...]
Brexit: Uncertainty is the Watchword, but Investment Opportunities Still Exist!
The Brexit leave date has come and gone and the future of the UK relationship with the EU is plagued with uncertainty, which looks set to continue—but with a new [...]
The Importance of Exit Planning Momentum
Planning for major events can sometimes cause a sense of dread. Whether it’s planning a honeymoon, a long family trip or a business exit, it’s easy to say, “I’ll do [...]
Cash Planning: How Much Should You Have On Hand?
Cash needs will vary with stages of life, the stability of income, future uses for the cash, and how cash fits into your overall portfolio allocation. If you are holding [...]
Working Backward: 3 Questions to Ask During Your Exit Planning
Do you remember trying to solve a complex maze as a child? You’d start at the beginning, trace a line toward what you thought was the correct path to the [...]