Business Exit Planning

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June 2018

​R esist the Fan's Expertise Employees Want Their Pensions Back What's the Real Price of R etirement? Is Care-giving  In Your Fina ncial Future?     Download PDF File Here
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May 2018

​ 'Guaranteed' is Better than 'Safe' ​ Taxes: The Obvious and Not-So-Obvious ​ Non-Can: A Term You Need to Know ​ You Should Be a Rate-Shopper   Download PDF File Here
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April 2018

  "If We Hurry..." ​ The Real-Life Story-Song of Harry Chapin ​ If You're One of the 10%, Cool. If Not, Keep Working. ​ CSRs Are Not Financial Professionals   Download PDF File Here
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March 2018

Re-Inventing Personal Finance Auto-Enrollment: A "Nudge" Toward More Debt? "Too Late Smart" About Life Insurance? Three Steps to Preventing The Lost Estate Plan   Download PDF File Here
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February 2018

Who Passes Up a 400 Percent Return? The Tension between Opportunities and Guarantees Tax Management Can Be a Financial Emergency   Download PDF File Here
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January 2018

College Education v. Debt and Savings Unintended Consequences: 401(k)s Clobber the Best Savers Term Life Insurance: It's Not So Simple   Download PDF File Here
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Top 10 Deal Pitfalls

This white paper describes 10 deal pitfalls (in no particular order) that each have the capability to derail a deal, some more effectively than others. All of these pitfalls are fairly common, although some owners are prone to fall into more pits than others. As you examine this list, you will notice that all of the deal pitfalls are owner failures. It is rare that a financial or legal glitch is so significant that it can not be overcome by an owner's transaction advisory team. Before and throughout your Exit Planning Process, refer to each of these pitfalls to assure that you don't fall into the. Avoiding these pitfalls will allow a smooth exit on your terms. 

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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 honesty in politics, or convincing a teenager that he or she might be wrong about something, you have probably witnessed your share of family-business transfer disasters. 

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

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Business Growth by Acquisition

This white paper is dedicated to the owner seeking to exit his or her business in style. Acquiring other businesses is a tool that business owners use when growing their own businesses. The operative word is growing since the purpose of growing your business through acquisition is to increase the value of your existing business.

Recall the first three Steps of The BEI Seven Step Exit Planning Process:
1. Set Exit Objectives
2. Determine the value of your business
3. Increase the value of your business

This white paper will help you accomplish Step Three.

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December 2017 Newsletter

Better Benchmarks for Financial Balance!  While every personal economy is different, key aspects of successful wealth management can be articulated with simple benchmarks which, if followed, give you a solid chance of surviving or thriving under most circumstances. Many of the personal finance metrics still in use today trace their origins to ...
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November 2017 Newsletter

How would you pay $50,000 in medical bills, due over the next six months? Much of the planning in personal finance is focused on the future, like how much needs to be saved to retire, and how much of what's saved can actually be spent. But the future has a slim chance of coming to fruition if the financial challenges of the present aren't adeq...
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October 2017 Newsletter

We are captivated by events in which small, ordinary actions produce extraordinary results. In the financial world, this delight and wonder is often directed toward compounding, the way invested money can seemingly multiply itself. But sometimes we are so intrigued by the extraordinary aspects of compounding that we overlook the ordinary actions th...
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September 2017 Newsletter

Just because you have a plan doesn't mean it will work. An integral feature in many personal financial programs is a projection of future accumulations, and the retirement income this accumulation could provide. This projection is derived from a combination of the number of years (to accumulate and decumulate), the amount of money (either deposited...
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August 2017 Newsletter

You are not so smart-but you can get lucky! I f you want to be successful, you should emulate successful people. Seems logical, right? But David McRaney, author of the 2011 book, "You Are Not So Smart," says the successful – great athletes, wealthy business owners, popular entertainers, powerful politicians – may not know the secrets to their succe...
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July 2017 Newsletter

                        Professional Assistance = Time Management How much of our time is spent merely existing instead of living? This was the question posed by Arnold Bennett in his 1910 book "On Living." Bennett, a novelist and maga...
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June 2017 Newsletter

                                   The Same Retirement in Feet & Meters ! B oth the English and Metric systems provide accurate measurements of distances, weights and volu...
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May 2017 Newsletter

Financial Ideas That Have "Jumped The Shark"!    I n September 1977, the hit TV show "Happy Days" started its fifth season. Since its debut, the situation comedy about 1950s-era high schoolers had seen a once-minor character, Arthur Fonzarelli – "the Fonz" – become a pop-culture icon for his leather jacket and cool demeanor. The season-op...
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April 2017 Newsletter

                       Can You Be Trusted with Your Money? An underlying assumption in much commentary about personal finance is that most people are terrible with money. Financially illiterate, manipulated by marketing, distracted by present co...
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March 2017 Newsletter

Knowing the Reasons NOT to! When it comes to assessing your relationship with the professionals that provide input and products for your financial transactions, one of the things you might want to evaluate is how well these people can explain the reasons not to do something, especially the things that they most often recommend or support. Some exam...
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February 2017 Newsletter

Capital Management: Your Economic Edge over Automation! Whatever you're doing right now to earn a living, there's a good chance much of your work could eventually be done by a machine. In fact, some futurists predict machines will do all our work. On first exposure, this may seem ridiculous. But both history and current developments make a reasonab...
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