Estate Planning Sell Your Business and Create a Family Legacy The sale of a business often represents the largest financial event in the business owner’s life. Partner Paul Chmielewski discusses the important pre- and post-sale steps a business owner should consider.
Business Owner Advisory Is Your Business Sellable? Many owners run their businesses without an exit plan in mind. Then when the time comes to sell, they find out that the way they’ve been running their company isn’t attractive to prospective buyers or that they will only buy the business at a meaningful discount.
Financial Planning Compensation Considerations for Foundation Insiders Many foundations have family members serve on their board, however sometimes foundations have trouble deciding whether or how much to pay those family members. Careful consideration must be taken when deciding these factors.
Financial Planning Why Budgeting Gives You Greater Control Over Your Financial Life For many of us, sticking with a budget is a challenge. For example, while 7 out of 10 respondents in a recent TIAA Financial Wellness Survey said they had a budget, only 25% said they followed a detailed plan. Here are three lessons I have learned from my budgeting journey so far…
Financial Planning 3 Things to Ask Yourself Before Joining a Board Partner Bob Smith discusses the importance of civic engagement and offers a series of questions people should ask before seeking board membership.
