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For clients who are business owners, the sale of their enterprise is the single most powerful financial event in their lives. By providing the necessary planning discipline, you can help your clients dramatically improve the financial outcome of the sale. Here's what you need to consider.
Horsesmouth Essential: Baby boomers face seven key events in this last stage of life that will color their finances and investments. Help them prepare for these transitions with counseling, planning, and compassion.
There are four scenarios in which selling to a private equity firm will bring the greatest financial return and stability for a business owner. Being familiar with these options will help you when a client faces a hard-earned liquidity event.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024