Taking Care of Your Business Family
Dec 15, 2023
Many business owners eventually reach a crossroads where their families want them to slow down and take it easy, even if they arenʼt ready to. This
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November 2023 Conference Call with Economist Marci Rossell, Ph.D.
Dec 5, 2023
Once again, Marci engaged our clients with a lively discussion of the economy. If you were unable to join us, here are a few highlights. At the
Preparing for a Successful Third- Party Sale
Sep 20, 2023
Many business owners choose to sell their businesses to third parties for several reasons. If you're thinking about pursuing a third-party sale as
Thinking of Selling Your Business to an Employee?
Sep 20, 2023
Whether it’s because you want to keep the business “in the family” or because you suspect you will not be able to find a good buyer for your
Getting the Value You Deserve for Your Business
Sep 20, 2023
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
4 Reasons Why Planning for a Successful Future Isn’t DIY
Jul 20, 2023
At their core, successful business owners like you are builders. Whether you founded your business, or purchased one and took it to new heights,
Controlling the Uncontrollable Parts of Ownership
Jul 20, 2023
A common tragedy for business owners is facing a life-changing event, such as a sudden death or illness that devastates the business, without a plan.
Addressing Disagreements Among Co-Owners
Jul 20, 2023
When you co-own a business, you likely don’t go into it thinking, “One day, we may loathe each other.” But over time, goals, ambitions, and the
How to Clarify Your Brilliant Processes
May 22, 2023
Many successful business owners are successful because they think about things differently than most people. Others may recognize your personal
Building Value Outside the Business
May 22, 2023
Many business owners find the bulk of their wealth within their businesses. However, planning for a successful future often means wrangling
April 2023 Conference Call with Economist Marci Rossell, Ph.D.
Apr 25, 2023
Once again, Marci engaged our clients with a lively discussion of the economy. If you were unable to join us, here are a few highlights. The Federal
Blog
Apr 18, 2023
In a recent conference call hosted by Prosperity Planning, economist Marci Rossell, Ph.D., shared valuable insights on the current state of the