by Kevin Ward CFP® – Advisor Back in July I wrote a blog about how and why business owners should diversify their personal net worth and overall wealth. So, how do you ensure that your…
Business owners deserve to get full value for their businesses when they decide to retire. But who determines what “full value” is, and how do you create it? Let’s look at three strategies you can…
Running a successful business that generates wealth is incredibly satisfying. If there’s a downside, it’s that much of that wealth is generally illiquid, unless you sell the business or invest outside of your business. Today,…
The death of a co-owner is a tragedy for many reasons. For many co-owned businesses, co-owners are also close friends. What makes the suffering worse is when the death of a co-owner hurts the business in…
Successful business owners do a lot of things well, and they make it look easy. This is often a sign of well-running processes and years of discipline. However, it can also be a trap for…