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Business Exit Planning

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August 2019

In this issue we will be covering these topics:  8000 Days: Imagine the Possibilities Don't Blame the Coffee How You Doin'? (A Self-Assessment) FOMO and FOL: the Same but Different   Download PDF File Here
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July 2019

​In this issue we will be covering these topics ​: Playing Moneyball with Life Insurance Insight: High Income ≠ Financial Savvy Dynamic Principles for a Good Year The Duty of Every American: Archiving Tax Records   Download PDF File Here
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118 Hits
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Business Exit Planning - Advisory Board 04/03/2019

The Business Exit Advisory Board was created in 2014 with the idea to help owners develop a holistic approach to designing a business-exit strategy that provides maximum value for their life's work.  Panelists: Marko Mijuskovic, Certified Exit Planner Charles Au, CPA Ethan Lee, Accredited Business Valuator Scott Settle, Business Attorney
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240 Hits
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05/07/2019 - SBDC Seminar On Business Valuation

Charles Au, CPA, Ethan Lee, CPA/ABV/CFF Business Valuator, and Marko Mijuskovic, MBA/MSIS/CExP were honored to be invited by the SBDC (Small Business Development Center) to speak about Business Exit Planning and Business Valuation to the local community.
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123 Hits
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04/03/2019 - Business Exit Advisory Board

The Business Exit Advisory Board was founded my Marko Mijuskovic in 2014, with the intent on helping business owners successfully exit their business on their own terms. This professional panel includes  Charles Au, CPA - ECA, LLP,  Ethan Lee, CPA/ABV/CFF Business Valuator - Pacific Business Valuation, LLC,  Marko Mijuskovic, MBA/MSI...
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66 Hits
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June 2019

​In this issue we will be covering these topics: Do You Believe? A Fix for "Dumb Money"  Why Are We Under-Prepared For Widowhood?  Reality Check: The Delusion of an Athletic Scholarship  How Life Insurance Could Extend Your Life     Download PDF File Here
  120 Hits
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120 Hits
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May 2019

​In this issue we will be covering these topics: How Savings Protect Your Investments  The Chart of the Century  Spending: The House Drives Everything  More Money or More Time?     Download PDF File Here
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255 Hits
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April 2019

​In this issue we will be covering these topics: "Stupid" Rules and Principles Section 199A: Unintended Consequences for Small Business Owners Pirates and Password Retrieval The Framing of Tax Refunds    Download PDF File Here
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172 Hits
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March 2019

​In this issue we will be covering these topics:  A Blast From The Past (As in 1999)  "The Bank of Mom & Dad" vs. Retirement The First Life Insurance Decision 4 Percent Consols: The Oldest "Active" Debt    Download PDF File Here
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166 Hits
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Successful Transfer of the Family Business

 What could be easier than transferring your family business to its natural successor: your heirs apparent, your offspring? If some of your first guesses were peace in the Middle East, increasing honestly in politics, or convincing a teenager that he or she might be wrong about something, you have probably witnesses your share of family-business transfer disasters.

Statistics widely quoted by Estate Planning writers indicate that 'only' one-third of all family-owned businesses are passed on to the second generation, and 'only' 10% of family-owned businesses are transferred to a third generation. Experience indicates that those statistics are widely optimistic and overstated.

Pessimism notwithstanding, some family businesses are indeed successfully transferred to younger generations. For the transfer of business ownership and control from parent to child to be deemed ' successful,' the parents must achieve all their exit objectives, including the following:

  1. Financial independence and security completely divorces from reliance on cash flow from the business.
  2. Intra-family fairness regarding the distribution of family wealth and business
  3. Complete transfer of business operation and ownership control to the younger generation. This usually means the parent is out of the business and is not needed in the business for any reason.
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254 Hits
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Leaving Your Business Is Inevitable

​Owners begin thinking about the Exit Planning Process when two streams of thought begin to converge. The first stream is a feeling that they want to do something besides go to work everyday: either they would like to be someplace else - doing something else - or they simply no longer get the same kick out of doing what they are doing. The second stream is the general awareness of the following:

  1. They are close to financial independence
  2. They are making significant strides toward reaching financial independence
  3. They can achieve financial independence today by selling their business

As these two streams converge, an owner's thoughts flow inevitably toward exiting the business. Will your business be prepared for your departure on your terms?​

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287 Hits
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February 2019

In this issue we will be covering these topics: ​ Planning for Leisure - Before Retirement Debunking a 'Flat Earth' Theory Can You Adjust Your Biological Age? Premium Financing: Leverage for Life Insurance   Download PDF File Here
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388 Hits
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January 2019

In this issue we will be covering these topics: ​The Others In Your Retirement Your 2018 Tax Return: Will You Pay More or Less? Cover Your (Small Business) Assets. IRA. 401(K). YOYO   Download PDF File Here
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263 Hits
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12/06/2018 - Hawaii Chamber of Commerce - Focus on Tax Planning

​In this seminar Charles Au and Marko Mijuskovic shared year end tax planning strategies, as well as tips on how to save money this coming tax season in preparation for 2019.
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369 Hits
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12/05/2018 - Business Exit Advisory Board

The Business Exit Advisory Board was founded by Marko Mijuskovic in 2014 with the idea to help owners develop a holistic approach to design a business-exit strategy that provides maximum value for their life's work. Exit Planning is a proven method to give owners the ability to exit their business on their terms. Board Members: ​Charles Au, CPA - E...
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386 Hits
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11/01/2018 - Advanced Business Planning

Advanced Business Planning: Focus on Tax, Financial, and Business Continuity Planning. Main Topics: ​How Can I Minimize my Overall Tax Burden? The Key to Avoiding Costly Partnership Disputes Internal Business Transfers (Family, Partners, Employees) Retaining Your Top Management for the Long Term What is the Purpose and the Steps of a Business Conti...
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272 Hits
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06/17/2018 - AIA Seminar

The AIA Honolulu Professional Development Committee presented a seminar on: Everything You Need to Know to Run a Firm (besides design). For owners of Engineering, Architect, and Contracting firms to gain insight into the critical topics that impact AEC firms. This Professional Development workshop series featured sessions on business planning, liab...
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260 Hits
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06/13/2018 - Business Exit Advisory Board

The Business Exit Advisory Board was founded my Marko Mijuskovic in 2014, with the intent on helping business owners successfully exit their business on their own terms. This professional panel includes an experienced CPA, Business Valuator, Attorney, and Certified Exit Planner. 
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401 Hits
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Hawaii Chamber of Commerce - Focus on Tax Planning - 12/06/2018

 Marko presented as the lead Financial Advisor in collaboration with the most prominent CPA in the state of Hawaii. This educational seminar focuses on tax planning for businesses.
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373 Hits
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Business Exit Advisory Board 12/05/2018 - Part I

 The Business Exit Advisory Board was created in 2014 with the idea to help owners develop a holistic approach to designing a business-exit strategy that provides maximum value for their life's work.
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469 Hits
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