The Supply & Demand of Business Transition Advice and Planning

This newsletters is written to make business owners aware of the needs for advice for the future transition of a business.  According to the U.S. Census Bureau statistics, there are nearly 30 million businesses in the United States today, meaning that a majority of these businesses will require a process other than an Initial Public … Continued

The Expected Wave of Exiting Owners

If you are a business owner whose largest asset is your privately-held business, then the information in this newsletter may be of paramount importance to your financial future.  With the largest generation in our country’s history entering retirement age, and many of the nation’s private businesses owned and run by Baby Boomers, it is becoming … Continued