Exit Planning

Purpose – Life After the Sale

Charles Kedra

Purpose – “Having as one’s intention or objective.” Many exit planning advisors discuss the three legs of the exit planning stool – business readiness, financial readiness, and personal readiness. Personal readiness includes purpose. Many exit planning advisors point to the 75% of former owners who admit “profound regret” with their transition and say it’s because… Continue reading Purpose – Life After the Sale

Exit Planning

The Power of Other People’s Money

Charles Kedra

Private equity leverage can dramatically increase Return on Investment (ROI). How do they provide enviable 15% to 25% ROI? The simple answer is leverage. An example most business owners can easily comprehend is a real estate mortgage. You put down $100,000 on a $500,000 building. The mortgage, especially in the first few years, is largely… Continue reading The Power of Other People’s Money

Exit Planning

Strategies for Protecting Your Investments Against Inflation

Charles Kedra

Unfortunately, inflation is inevitable, but you can take steps to minimize its impact on your wealth. Here are five strategies that may help protect your investments against inflation. 1. Consider Diversifying with Stocks   - Stocks, especially those of companies that can potentially outpace inflation over time. They come with a higher risk and volatility but are… Continue reading Strategies for Protecting Your Investments Against Inflation

Exit Planning

How Inflation Impacts Your Financial Goals—and How to Prepare

Charles Kedra

With inflation impacting daily living expenses, it can be tempting to delay long-term goals, but building an inflation-resistant strategy is one of the best ways to stay ahead. Here’s a breakdown of how inflation affects specific financial goals and some steps you can take to mitigate it. 1. The Impact on Retirement Savings   - Over time,… Continue reading How Inflation Impacts Your Financial Goals—and How to Prepare