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Recent Blogs

Building an Advisor Team That Works for You (Not Against Each Other)

Oct 10, 2022

Building a business is challenging enough as it is. With the right Advisor Team, you can focus on business challenges while your advisors create

Becoming More Recession Resistant Through Planning

Oct 10, 2022

The last two-and-a-half years have been tumultuous, and owners of small to mid-sized businesses have borne the brunt of the pain. Though few people

Eight Ways to Exit Your Company

Sep 14, 2022

According to Paul Simon, there are 50 ways to leave a lover. Not being as creative as Mr. Simon, we’ve only come up with eight ways for owners to

Why You'll Need an Advisor Team

Sep 14, 2022

Exit Planning can be complex. Between setting your exit goals and transferring your business, you’ll attempt to build business value, find an

Creating Value in Your Business to Get Top Dollar When You Leave It

Sep 14, 2022

Did you ever wonder why one business has buyers lined up willing to pay top dollar while another sits on the market for months, or even years? What

Fundamentals of Exit Planning

Aug 1, 2022

By: Debbie Small, Senior Mergers & Acquisition Broker with Apex Business Advisors The vast majority of business owners NEVER strategically plan their

Value Driver Series #4: Strategic Thinking and Execution Planning

Jul 15, 2022

Dan Reiter, CFP®, CPA, CExP, CVGA This writing is the fourth and final in our discussion on improving the planning component of a business. In our

Live Conference Call with Economist Marci Rossell, Ph.D.

Jun 9, 2022

On Wednesday, June 1st, Prosperity Planning hosted a live conference call with economist Marci Rossell, Ph.D. Marci engages audiences nationwide,

Dan Reiter, CFP®, CPA, Named to InvestmentNews 2022 40 Under 40 List

Jun 7, 2022

KANSAS CITY, Mo.—June 13, 2022—Prosperity Planning, Inc., announced today that InvestmentNews has recognized firm Partner and Wealth Manager Dan

Prosperity Planning’s Alyssa Hon Awarded CFP® Certification

May 22, 2022

The certification expands the financial planning role Hon can provide to clients. Prosperity Planning, Inc., announced today that Associate Financial

Value Driver Series #3: Strengths, Weaknesses, Opportunities, and Threats

May 17, 2022

Dan Reiter, CFP®, CPA, CExP, CVGA Planning In Value Driver Series #2: Planning and Core Purpose and Values, we describe the importance of having core

Building Your Business Exit Advisory Team

Apr 15, 2022

Dan Reiter, CFP®, CPA, CExP, CVGA Selling a business is a complex endeavor with numerous moving pieces and legal, tax, and financial implications.

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Recent Blogs

Building an Advisor Team That Works for You (Not Against Each Other)

Becoming More Recession Resistant Through Planning

Eight Ways to Exit Your Company

Why You'll Need an Advisor Team

Creating Value in Your Business to Get Top Dollar When You Leave It

Fundamentals of Exit Planning

Value Driver Series #4: Strategic Thinking and Execution Planning

Live Conference Call with Economist Marci Rossell, Ph.D.

Dan Reiter, CFP®, CPA, Named to InvestmentNews 2022 40 Under 40 List

Prosperity Planning’s Alyssa Hon Awarded CFP® Certification

Value Driver Series #3: Strengths, Weaknesses, Opportunities, and Threats

Building Your Business Exit Advisory Team

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