Every business owner eventually reaches the point where it is time for them to exit their business. Ideally, this exit is a voluntary one that is planned out and in line with the goals of the owner. However, exits can also be forced, either due to health, age, or trouble with the business. The importance of succession planning for business owners, even if they are still years away from their… Read More
Your portfolio may seem to be running at peak efficiency, but how do you know for sure? Regular investment analysis is an essential piece of the puzzle. Personal financial planning, or business planning, will always be the primary focus of our relationship with you. Does that make our investment management unimportant? Certainly not! Perhaps you can think of it this way: financial planning is “the vehicle” that gets you where… Read More
For any business owner, cash flow is always a topic that is top of mind. Between managing inventory, accounts receivable, and lines of credit, the old adage stays true “cash is king!” One of the challenges faced by business owners is how to balance the cash needs of the business with their personal financial goals, including cash reserves. A well-run, privately held business is likely the best investment available to… Read More
