by Robert Bartley | Jun 7, 2021 | Succession Planning
When you’re the owner of a successful business that you have grown over the years, succession planning is one of the most difficult transitions you’ll experience. You’ve poured years or decades of your life, and possibly your family’s time as well, into creating your...
by Robert Bartley | Jun 2, 2021 | Markets
Here’s our May Market Value Update. Looking at daily market news will drive you crazy. Instead, let’s take the long view of the current market and its value – and then ask how it affects your portfolio and what (if anything) you should do about it. A Quick Note The...
by Robert Bartley | May 31, 2021 | Succession Planning
Family business succession planning is the tool you need to help your business endure for generations to come. When you’ve spent years of your life working hard to build a successful business, you want to be sure it survives and remains strong even after you step away...
by Robert Bartley | May 10, 2021 | Financial Planning, Succession Planning
Succession planning, as the term implies, involves the comprehensive planning of what will happen once you are no longer leading your business forward. This means not only thinking about how your personal financial situation will change but also thinking about how...
by Robert Bartley | May 3, 2021 | Succession Planning
Despite the fact that small business succession planning is often one of the last things many small business owners want to think about, it is still very important. And yet, many small business owners never get around to creating a succession plan. During the early...
