retirement planning – CFO For Rent

So, time to sell?

The last few years have been wonderful for business owners who wanted to sell privately owned companies that they had …

As I sort through our daily barrage of emails, I see more than a few offering webinars or workshops or …

I was off last week attending a great tennis tournament in Indian Wells, CA. So, no blog last week. But …

Exiting your business is a lot like selling a very good used car (or the home you’ve lived in for …

I had dinner with a group of friends this week, one of whom is a CEO looking to plan an …

The pundits write and speak about investing in real estate as a good inflation hedge, but rarely does anyone demonstrate …

I had lunch yesterday with a business broker – those are the outside advisors that help small business owners sell …

Few decisions in life will be more important to a business owner than the ones they make while planning the …

Family-run businesses are in many respects the backbone of American business. They are typically the most stable of small businesses, …

This post is written with the specific goal of reaching out to the owners of privately owned companies and their …