Selling Your Business on Your Terms ESOP - An Alternative Exit Strategy By Frank Caputo When faced with the decision to keep or sell your business, the unknown world of...
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What Sets Us Apart
Aesop … ESOP? This Succession Tool is No Fable The Power of a Minority Interest ESOP in an Exit Strategy By Michael Kenneth Aesop was a slave and storyteller who...
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By John Chionchio This country is on the verge of an economic wave like we’ve never seen before. Baby Boomers are the most affluent generation in our country’s history. They...
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This is the second in a series of two related articles about exiting your business and succession planning. The first article was posted on January 19 and appears here. ...
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Opening the Exit Door The Biggest Choice You Never Planned on Making By Joe Liggett The Meat of the Matter Every entrepreneur faces the uncomfortable task of letting go. As...
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DENVER, March 16, 2017 – WealthPoint, a leading provider of business and life insurance advisory services with a focus on succession, exit and wealth transfer planning to entrepreneurial family groups…
Last week, America witnessed the conclusion of one of the most talked about elections in recent memory, as Donald Trump defeated Hillary Clinton and was elected to become the 45th…
A number of weeks ago – before the release of the Access Hollywood tape that threw Donald Trump’s campaign into turmoil – we predicted that Hillary Clinton would win the…
After weeks of negotiations, Congress reached agreement on a bipartisan bill to fund the government through September 2016. Following are provisions of particular interest to investors. The legislation makes permanent…
Congress returns from recess next week facing a month-end deadline to fund government operations for the next fiscal year. I’m concerned we could be looking at a reprise of 2013….
