Category: Exit Planning

Do you know exactly what you will do with your life after you exit your business? – A personal plan is the first leg of the stool. Do you have a wealth management plan that incorporates coordinated personal, investment, estate, tax and business strategies?  – A financial plan is the second leg of the stool.… Continue reading Important Questions Every Business Owner Should Ask Themselves

Let’s consider some statistics:1 50% of small business owners want to exit their business within the next 5 years and 75% want to exit within the next 10 years; 80% of all business owners have almost all of their net worth tied up in their business; Over 80% of small business owners have no written… Continue reading Successful Business Owners Prepare for Life’s Uncertainties

Be absolutely determined to enjoy what you do. - Gerry Sikorski

What Makes Some People Successful and Others Not What is success?  I define it as achieving a desired lifestyle with financial security combined with an infusion of cultural traits like stability, happiness, humility, mindfulness and public service. How can you become successful in life? Education. This is an ongoing, lifetime endeavor.  We should never stop… Continue reading Defining Success

It is amazing what you can accomplish if you do not care who gets the credit. - Harry Truman