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What is a Family Business Succession Plan and Do I Need One for My Business?

Family business succession planning doesn't have to cause headaches. Learn 4 key tips to developing a plan for a smooth transition for the next generation.

Selling A Business or Looking For Investors? 3 Common Valuation Methods to Determine Worth

April 3, 2023 Business Owners Business Executives Retirement Planning Business Succession Planning By Advisor Jim Zahansky

Determining the worth of your business is a crucial component for successful succession or investment growth. Here's how to get it right.

5 Tips to Get Started With the Business Transition Process

September 13, 2022 Business Owners Business Succession Planning By Advisor Jim Zahansky

For business owners nearing retirement, a successful business transition plan is essential. Here are some tips to help you maximize the return on your business investment so you can Live Well the way you’ve always envisioned in retirement.