Business Exit Planning

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The Seven-Year Itch & How To Scratch It

It was true love right from the start. You've been committed from day one. You've been faithful. You've given completely and selflessly. The more time you've spent, the more your passion has grown. But lately, youve experienced a bit of a plateau. The feelings are still there but the flames have subsided.  Ladies if this describes your experie...
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Everything's Moving Faster. Shouldn't You?

Now 50 is the new 40. Orange is the new black. And the pace of change is only increasing. So while your career may be off to a great start, the real question is, how do you consistently stay ahead? Marko Mijuskovic, BA, MBA, MSIS, CExP, can help you answer that very important question with two questions of his own. First, where do you want to go? B...
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Accounting For A Successful Exit

Marko Mijuskovic, BA, MBA, MSIS, and CExP, is in the business of making his clients' numbers look better. Whether dealing with retirement planning or a business exit, Marko takes a holistic view of a clients financial picture This includes working through accounting, legal, managerial, and tax concerns - just to name a few - to create a comprehensi...
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Planning A Business Exit

Founded in Honolulu in 20017, Wealth Strategy Partners has recently been recognized as one of the fastest-growing financial firms in the region. In addition to our flagship Honolulu shop, we have opened offices in California and Nevada. Our mission is to help make our clients' numbers better - investment numbers, tax numbers, retirement numbers, an...
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Meet Hawaii's First Certified Business Exit Planner

Marko Mijuskovic, BA, MBA, and MSIS, just added yet another designation to his list of credentials: CExP™, making him the State's first and only Preeminent Certified Business Exit Planner. "With so many locally owned and managed businesses, I saw a real need in the community for business exit planning," said Marko, who is a Vice President and Partn...
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Even If You Never Plan to Exit Your Business, Exit Planning Can Still Help

 You may be asking yourself, "If I don't plan on leaving my business, why would I need Exit Planning?" Many business owners ask us that very same question. There are three key ways in which Exit Planning can help you and your business, even if you never plan to leave it.

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September 2018

The Antidote for Irritationality Keep Saving "Alive" During A Disability The Backstory for "Buying The Farm" Empty Nest Catch-Up Plans   Download PDF File Here
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Business Exit Planning - Advisory Board 06/13/2018

​The Business Exit Advisory Board was founded in 2014 with the idea to help business owners grow and exit their business. Having a team of experts helps cut down the processing time, reduces the cost, and increases your chances of a successful transfer. Have an experienced attorney, CPA, business valuator and certified exit planner in one room will...
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Business Exit Planning - Advisory Board 11/29/2017

​The Business Exit Advisory Board was founded in 2014 with the idea to help business owners grow and exit their business. Having a team of experts helps cut down the processing time, reduces the cost, and increases your chances of a successful transfer. Have an experienced attorney, CPA, business valuator and certified exit planner in one room will...
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Business Exit Planning - Advisory Board 03/29/2017

​The Business Exit Advisory Board was founded in 2014 with the idea to help business owners grow and exit their business. Having a team of experts helps cut down the processing time, reduces the cost, and increases your chances of a successful transfer.  Have an experienced attorney, CPA, business valuator and certified exit planner in one roo...
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Business Exit Planning - Advisory Board 09/07/2016

​The Business Exit Advisory Board was founded in 2014 with the idea to help business owners grow and exit their business. Having a team of experts helps cut down the processing time, reduces the cost, and increases your chances of a successful transfer. Have an experienced attorney, CPA, business valuator and certified exit planner in one room will...
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August 2018

Is It Time to Flip the Script? Keeping Permanent Life Insurance Permanent College Knowledge: 136 Names for Student Loans That's Funny (And True).   Download PDF File Here
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July 2018

On Fire For Retirement Paid-Up Whole Life Insurance- With Just One Payment Are Your Vital Records Certified? Business Built to Survive Creative Destruction   Download PDF File Here
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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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