I am pleased to announce my strategic alliance with Ryan Witmeyer. As a wealth strategist, Ryan can create situations to simultaneously minimize tax and accelerate wealth accumulation while achieving risk management objectives. I look forward to introducing you to him. Contact me if you want to know more.
How to simplify the risk management process for lenders when business owners’ assets are insufficient as security and they don’t want to trade equity for cash. Both lenders and business owners can benefit from a deeper understanding of how this process can work. And, how working with an insurance advisor with deep connections to underwriters can save time, money and headaches.
If you’re anything like the average mid-market business owner, chances are you don’t have a formal exit plan. Don't fret, you're not alone.
When you retire, what do you want to do with your business? Sell it for a handsome profit, or perhaps hand it off to your grateful children, who will nurture it and make it even more successful?...