FPA Owner Transitions

Losing a spouse is one of the most impactful and emotionally stressful life events that a human being can experience.  Even when the loss is expected, the level of emotional and pragmatic disruption can be profound.  A lifetime of shared decisions and shared finances has now concluded and must be rebuilt. ContactsContact the children’s school… Continue reading The New Widow/Widower Financial Planning Checklist

Heading into 2020 many business owners had begun to advance their potential exit date as the merger & acquisition (M&A) environment appeared to be peaking. Then, the pandemic came onto the scene. Interestingly, the pandemic has ended up only serving as a speed bump for many owners looking to exit. As we begin 2021, the… Continue reading Exit Planning in a Post-COVID World

Despite a government imposed economic shutdown in March and April, most sectors of the economy (outside of hospitality and travel) recovered nicely. GDP dropped -34% in the 2nd quarter but then recouped +32% in the 3rd quarter ending the year around -4%. Unemployment peaked at 14.7% in April but dropped back down to 6.7% in… Continue reading 2021 Outlook for Business Owners

Junior year in high school is the most important time to begin your child’s college prep and selection journey. To begin, it’s important to identify the roles and duties of the three major players in this journey (the counselor, the parents and the student). The Role of the Counselor Advise parents and students in the… Continue reading A Realistic Guide to College Prep and Selection

For a lot of small business owners, 2020 has left an indelible mark. As the prospect that a capital gains tax increase looms large, many owners are deciding to expedite their exit plans. They are deciding not to try to stick around for the next “Black Swan” event. New data suggests that exit planning advisors… Continue reading Business Owner Transitions in 2021