Newsletters

Our “Business Transition in Focus” newsletter offers a look at some of the real-life challenges faced by business owners as they implement their succession plans. Our “Wealth Planning Flash Report” focuses on a single topic that can have a significant impact on your wealth planning strategy in each issue. Read sample issues and subscribe below.

Business Transition In Focus

Sample Articles

Maintaining Control, Minimizing Risk, and Rewarding Your Best Employees

For many small-to-mid-market business owners, there are few things more important than maintaining control of the company, minimizing risks for the company, and rewarding the employees that make the company successful.
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A Planning Process for Future Success

Building a successful business likely took you years of deliberate planning. From your initial business plan to now, you’ve built something worth protecting and worthy of pride. When many owners reach the peak of their business success, they wonder where they go from there.
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2 Self-Made Problems That Can Harm Your Planning

Self-made problems are much more difficult for owners to solve, mostly because they don’t see the problems as problems at all. Let’s look at two of the more Let’s look at two of the more can be.
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What You May Get Wrong About Business Valuations

Business valuations are important to successful planning. They tell you what your business is worth to a potential buyer. Though business valuations seem simple on the surface, even the smartest and most successful business owners can misinterpret their importance.
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Wealth Planning Flash Report

Sample Articles

The Four Types of Financial Advisors – which one should you work with?

Here’s a look at four different types of advisors you are likely to encounter and how they stack up against each other in some key areas. Armed with this information, you should be able to better assess which type is best suited for you.

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The Importance of Family Governance

The old saying “Shirtsleeves to shirtsleeves in three generations” means family wealth that’s built by the first generation is eroded or even destroyed by the third generation, which squanders the assets it inherits through reckless spending, poor investment decisions and other mistakes.

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Don’t Leap Before You Look!

When people are confronted with adversity, opportunity or both, they often react quickly—with the intention of dealing with the situation rapidly and moving forward. Trouble is, rapid action can often result in adverse outcomes.

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Charitable Giving, the Tax-Wise Way

Contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some valuable charitable tax benefits that could help both you and your favorite charities.

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