by Robert Bartley | Aug 12, 2021 | Succession Planning
Building a nest egg for retirement is the main goal of most working Americans. No one wants to run out of money after they’ve stopped working and be forced to depend on others (or the government) for subsistence. Thankfully, we have savings vehicles that provide...
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 | 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...
by Robert Bartley | May 2, 2016 | Robert Bartley, Succession Planning
Succession Planning – How to Transfer the Family Business to the Next Generation I was quoted in the article Keeping It in the Family in Bloomberg Businessweek along with my brother Bill who runs the family restaurant, the internationally acclaimed...
