Exit planning is the buzzword for those who consult to Baby Boomer business owners. Business brokers, wealth managers and other professionals are adding “exit planning” to their services. It’s a logical reaction when over 5,000,000 Baby Boomers (about 3,000,000 in 2024) are preparing to leave their businesses. Not surprisingly, when an advisor creates an “exit… Continue reading What is an Exit Plan?
We all have unique “financial fingerprints” – the beliefs and behaviors shaped by our genetics, experiences, culture, and decisions. These fingerprints influence how we share, spend, save, and invest. Often unspoken, these beliefs can quietly drive poor financial choices and impact our overall well-being. A skilled financial planner helps uncover a client’s financial fingerprints to… Continue reading Financial Fingerprints
Benefits & tips for eating dragon fruit.
How do we prepare the next generation for success?
When is it time to pass the torch?
FPA Owner Transitions 