Are you for real? Are you ready to sell?
August 13, 2014
Selling your business is a big decision and requires a lot of thought and planning. How mentally and financially ready are you to sell your business? When are you seriously thinking about selling? Do you…
Setting estate planning goals
July 29, 2014
Part of the exit planning process is doing a personal financial review. A thorough exit plan should include an estate plan as part of the process. As you and your attorney begin planning, consider your…
Investment selection, monitoring and control
July 22, 2014
After you and your financial planner have decided on the most appropriate asset classes to include in your investment portfolio, and also have decided on the allocation of assets within the asset classes, the next…
Third phase of the business life cycle
May 19, 2014
In our May 12 blog post, we talked about the three phases of the business life cycle. It’s in the third phase of the business cycle that Exit Insight: Getting to “Sold!” by financial and…
Financial & Investment Expert Joseph M. Maas Publishes First Book, Exit Insight: Getting to "Sold!"
May 1, 2014
Joseph M. Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, a Principal and Investment Advisor with Seattle-based Synergy Financial Management, LLC, has published his first book, Exit Insight: Getting to “Sold!” Active for…
Are These Professionals on Your Team?
April 29, 2014
Having the right professionals advising and assisting you is essential. Remember, once again, that you don’t know what you don’t know, so enlisting experts who do know will accelerate your success and provide the security…
What is the Business Exit Planning Process?
April 18, 2014
The business exit planning process is the process of preparing a business for transition from the current owner to the next owner. While this sometimes means the sale of the business to a third party…