Author
Jan 23, 2019
Blog

What Does The Word Rich Mean To You?

Everybody wants to retire rich, right? Well ... that depends. What does "rich" mean to you?
Author
Oct 5, 2018
Blog

How Will I Know When I’m Ready To Exit My Business?

How much thought have you put in to the exit/succession phase of business ownership?
Author
Sep 20, 2018
Blog

Not Quite 50 Ways to Leave Your Business

Are you ready to talk about how to leave your business? Great! We've listed out your options.
Author
Aug 9, 2018
Blog

Do You Have A ‘Get-Out-Of-Business’ Plan?

There are many ways to leave your business, but whichever road you chose, know that there will be a lot of planning involved. Read on to learn about your options.
Author
Jul 30, 2018
Blog

That Buy-Sell Agreement Is More Important Than You Think

A buy-sell agreement is your safety net. When you put one in place, it protects everybody's interests.
Author
Apr 10, 2018
Blog

Could You Give Your Employees The Keys To The Kingdom?

Employee Stock Ownership Plans (ESOPs) are growing in popularity. Are they right for you?
 
Apr 23, 2018
Podcast

episode 130 – transcript

Learning about Employee Stock Ownership Plans and succession planning is even more enjoyable in "official transcript" form. Check out what Tim has to say!
 
Apr 23, 2018
Podcast

episode 130 – ESOP Fables: Is It The Right Move For You?

Discover why this succession planning expert believes ESOPs are growing in popularity and what you should consider before deciding to implement one.
 
Jan 15, 2018
Podcast

episode 116 – transcript

Dave Cain: Welcome to Unsuitable on Rea Radio, the award-winning financial services and business advisory podcast that challenges your old school business practices, and their traditional business suit culture. Our guests are industry professionals and experts, who will challenge you to think beyond the suit and tie while offering you meaningful modern solutions to help … Continued