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WP90X Recap — Phantom Stock Plans: Designing Effective Incentive Strategies for Private Companies
Our latest WP90X session featured WealthPoint’s own Ryan Barradas and Michael Kenneth along with David…
Read More →Exit Planning Is Too Important to Be a New Year’s Resolution
Make it a Strategic Priority; Use an Experienced Exit Planner to Get It Done By…
Read More →Want to Get Out Someday? Get All In Today
Plan for your exit as if your business is for sale now By Michael Kenneth…
Read More →Remove the Blinders: The Value of Collaboration Amongst Trusted Advisors in Succession Planning
By Joe Liggett If you have seen a horse wearing blinders, you may be wondering…
Read More →There is More to an Exit Strategy than Spaghetti Carbonara
There are a host of business exit strategies and options; asking key stakeholders the right…
Read More →All Roads Don’t Lead to a Third-Party Sale
By Michael Kenneth When most business-owners think about exiting their business, there is typically only…
Read More →Bell Had Watson: Business Succession Isn’t All About You
Succession planning begins with understanding the goals and needs of all stakeholders By Frank Caputo…
Read More →Stakeholders in Succession Planning – What Is In It For Them?
By Jeff Mayhall What is a company stakeholder? By most definitions, a stakeholder is essentially…
Read More →Estate Plans and Succession Plans … Same Thing, Right? Not on Your Life!
Estates with an operating business require succession planning to achieve full clarity By Tim Young…
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Exiting Your Business:
It’s a Mindset, Not a Transaction / Part II
This is the second in a series of two related articles about exiting your business…
Read More →Opening the Exit Door
The Biggest Choice You Never Planned on Making By Joe Liggett The Meat of the…
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Exiting Your Business:
It’s a Mindset, Not a Transaction
This is the first in a series of two related articles about exiting your business…
Read More →
