Tips for Business Owners

Optionality and Your Plans for Your Business Future

Shaping Your Plans for a Successful Future

Successful Planning Starts Much Earlier Than You Think

Fairness and Equity Among Family Members

Turning a Lifestyle Business Into a Business Enterprise

2 A Planning Process for Future Success

2 Self-Made Problems That Can Harm Your Planning

Protecting What You Care About: Business, Family & Employees

Does Value Building Equal Exit Planning

The Impact of Value Drivers On Sale Price

Exits Are Inevitable, Failure Is Not: Planning a Successful Exit

Failure to Plan Has a Price

Top Excuses Owners Use to Avoid Exit Planning

What is your Business Really Worth?

Business Valuation

Leave Your Business? It's Inevitable

Headwinds

ESOP Opportunites

Value Drivers

Successful Family Transfers

Are You and Your Company Candidates for a Third Party Sale?

Elements of a Plan to Sell to Insiders

Avoiding Disaters in Insider Transfers

The Essential Business Agreement - a Business Continuity Agreement Among Owners

Preparing for the Worst: Business-Continuity Planning for Sole Owners

Business-Continuity Planning for Co-Owners

Death & Taxes vs. Preserving Wealth - the Final Exit Planning Contest

Which Comes First: Estate Planning or Exit Planning?

Protect Against The Pain of Exiting Your Business

Why Setting Goals is Important, Even if They Change

An Estimate of Future Company Cash Flow

How to Increase Your Business Value Using Value Drivers

Minimizing Threats to Business Value

For Business Exits, Being Inconsequential Is of Great Consequence

Avoiding unwanted surprises

What could go wrong when transferring ownership to employees?

BCI: Guiding your family even after death

Estate Planning: A small piece of a bigger pie

Setting Exit Goals for the New Year

Knowing what you have to get what you need

How does exit planning protect business value

Handling the Early Stages of Exit Planning

The Importance of Setting an Exit Date

How Emotion Affects Your Business Exit

The Two-Pronged Approach to Exit Planning

Building Business Value Through Exit Planning

Unforeseen Challenges to Third-Party Sales

The Dangers of Transferring to Children Without Planning

Balancing Your Goals with Your Family's Goals in Family Transfers

What’s So Important About Planning?

3 Benefits of Written Exit Plans

Getting the Results you Want

Why You'll Need an Avisor Team

Even If You Never Plan to Exit Your Business, Exit Planning Can Still Help

What Exit Planning Can Do for You

Death Can Ruin Your Plans

What Business Owners Assume About Financial Planning Hurts Them

Reducing Risk Can Build Value

Are You Being Your Own Worst Enemy?

Why Maintaining Planning Momentum is Important

How to Leverage Your Strengths in a Business Exit

How Business Owners Are Approaching Their Futures in the New Year

Incentivizing Your Best Employees to Stay

3 Things to Remember About Third-Party Sales

Working Backward: 3 Questions to Ask About Your Planning

Is Your Business Worth as Much as You Think?

3 Things That Can Build Future Business Value

Whether You Sell Your Business or Not, the Planning Is the Same

Maintaining Control, Minimizing Risk, and Rewarding Your Best Employees

Peter Racen, CLU®, ChFC®, CASL®, CFP®, AEP®
Director of Estate & Business Planning


Racen Wealth Management

 

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