Archive for May 23rd, 2007

A Proactive Approach To An Exit Strategy Is The Only Approach To A Successful Exit Strategy

Wednesday, May 23rd, 2007

For the past fifteen years, I have served as a principal, a manager, a transactional advisor, a legal advisor and a financial advisor to privately held businesses and their owners. Over this time period, I have noticed a lack of consistency in how Exit Strategy services are delivered to ...

Second Marriages and Estate Planning

Wednesday, May 23rd, 2007

You have gotten remarried and are thinking of the original Estate plan you drew up. Will it cover this new extension of your family? Will you find that either your first wife and/or kids will inherit all of it, leaving your new wife and possibly new child without anything? ...

A Proactive Approach To An Exit Strategy Is The Only Approach To A Successful Exit Strategy

Wednesday, May 23rd, 2007

For the past fifteen years, I have served as a principal, a manager, a transactional advisor, a legal advisor and a financial advisor to privately held businesses and their owners. Over this time period, I have noticed a lack of consistency in how Exit Strategy services are delivered to ...