April 2022
Businessman standing on urban balcony
Retirement is a choice – and yours to make. Your business is successful, your family is taken care of, and you are ready to shift from daily operations to a longer-term view. This may mean stepping back from your business, either fully or partially. At this stage in your life, your focus is no longer...
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Mature couple hike above lake Lugano in the morning
Retiring as a business owner takes preparation. To get it correct requires planning, identifying your options, and carefully choosing options that support your legacy and retirement goals. This post outlines the 5 steps you need to take as a business owner to ensure successful retirement planning. Step 1: Explore your options and grow Before you...
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Male executive smiling while reading document in office
So you want to sell your business and you are looking for a crash course on the process. We have seven foolproof steps to sell your business and reach your financial goals. Step 1: Hire a business advisor Bringing on a business advisor at the start of the process is a great way to make...
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