Five Steps to Create a Flexible and lasting financial plan for You and your business
From cash reserves to financial professionals, here are five key ideas to help your business navigate volatility and build long-term resilience.
Four key questions business owners should consider when preparing to sell
Selling a business can be complex. Not unlike anything else in your business life, selling a business needs a strategy and a tactical plan. In this post, Cindy shares four key questions owners should consider before doing so.
Six Steps to succession planning for Businesses
Transitions and change are challenging—especially for small business owners. It can be tough to wrap your head around leaving something you created and led, and even more complex if multiple people might be interested in taking over. That’s why I wrote 6 Steps to Succession Planning for Businesses.
The Business Case for Key Person Disability Insurance
Exceptional advisors understand that a “key person insurance” clause within a purchase agreement requires a corporately owned key person life and disability policy to keep the company – and the deal – afloat.
How Well Protected Is YOUR Business?
This post explores how you can protect your business, employees, and lifestyle with the help of insurance products.