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Why You Should Educate Your Kids on Financial Independence

Back in the 1990s, Robert Kiyosaki wrote a book called Rich Dad Poor Dad, which explained the basic principles of financial independence learned from his best friend’s father. It sold roughly 26 million copies and stayed on the New York Times Best Sellers list.....

Business Succession - 6 min read

10 Tips to Master Your Family Succession Plan

Business succession is challenging, no question. And if your family happens to be a part of your business, the challenge.....

Business Succession - 6 min read

Building a Succession Plan When There Is No One To Succeed

People procrastinate creating their succession plans for plenty of reasons: they’re too busy, they don’t want to tackle .....

Business Succession - 7 min read

10 Key Issues Your Succession Plans Isn't Addressing

A solid succession plan guides your business through a transfer in ownership and leadership. But when it’s properly desi.....

How to Create a Business Succession Strategy

What will happen to your business when you no longer stand at the helm? The end of your tenure may occur for several dif.....

20 Succession Planning Best Practices

Business succession planning involves more than just coming up with a list of possible successors. Done well, succession.....

You've Exited Your Business. What's Next?

After working diligently for many years in order to build up your business, it can be difficult to transition to retirem.....

Dad's Handing Down the Reins to Me

So Dad’s handing down the reins to you! If you grew up around the family business, you may be well acquainted with many .....

Video: 6 Tips for Effective Business Succession

In this video, Altus Managing Director Roy Ditmarsch shares six tips for ensuring a smooth transition from your business.....

Should You Use an Adviser in Business Succession Planning?

Over the years, business owners put an incredible amount of time and effort into their work. At some point, all business.....

Why Valuation is Imperative in Business Succession

It’s hard to talk about business succession without talking about business valuation. Valuation is critical to ensuring .....

Why Business Succession Doesn't Happen Overnight

Business succession isn’t a last-minute process; it requires careful, strategic planning and ongoing support. In fact, s.....

Getting the Next Generation to Step In and Step Up

Too many business owners fail to plan for what will happen when they can no longer run the business due to illness, disa.....

Should You Use a Buy/Sell Agreement in Succession Planning?

Running a business requires a great deal of hard work and sacrifice. Business owners often focus on what they can do to .....

The 5 Pillars of Integrated Business Succession Planning

Entrepreneurs are valued for their ability to start businesses, but another one of their responsibilities is to arrange .....

Could Your Business Benefit from an Outsourced CFO?

Set your business on the right path with this simple guide.

Could Your Business Benefit From an Outsources CFO_Resources

Prospective Business Owner - Succession Checklist

Make sure you’re on the right track with this online checklist.

Business Owner - Succession Checklist_Resources

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