FPA Owner Transitions

In my experience, small and medium sized business (SMB) owners do not spend enough time thinking about the potential buyers of their businesses. There are a number of methods to transition a business, and the method you choose should align with your desired goals, whether it be immediate liquidity, leave a legacy or both. Internal… Continue reading Potential Buyers

Over the next decade, approximately 109,000 financial advisors, representing 37.5% of total industry headcount and 41.5% of assets, plan to retire. Of those, 26% don’t have a succession plan in place. While a significant percentage of advisors plan to retire, the pool of incoming talent is smaller as the ‘rookie failure rate’ for new advisors… Continue reading Financial Advisor Exit Cliff

When it's time to transition in the world of business exit planning, real estate sales can be a significant consideration. Have you heard of the 1031 exchange? It's not just a tax rule; it's a strategic tool that savvy real estate investors use to defer taxes and potentially increase their investment portfolio. Let's delve into… Continue reading Smart Swaps: Understanding Real Estate Sales with a 1031 Exchange for Business Exit Planning

As you approach the stage of business exit planning, the journey to transition your wealth and business ownership can be both exciting and challenging. Exploring various avenues like Employee Stock Ownership Plans (ESOPs), private equity firms, and strategic buyers can pave the way for a successful business sale while securing your financial future. Let's start… Continue reading Transitioning Wealth: Navigating ESOPs, Private Equity, and Strategic Buyers for Business Sales

Thinking about saying goodbye to your business can feel overwhelming, but it's also an opportunity for new beginnings. When it comes to business exit planning, selling to a strategic buyer can pave the way for a brighter future. Let's explore how this strategic move can lead to mutual success. What does it mean to sell… Continue reading Seizing Opportunities: Selling Your Business to a Strategic Buyer for Mutual Growth