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PHONE+ August 27, 2009 Philip Josephson	Exit Stage Right By Driving Value If you are an owner of a company, it is important to create an exit plan and to create and preserve value within your company.
Financial Planning May 1, 2008 Jeanne Lee	Protection Money Financial planners can cement their position as trusted advisors to small business owners by starting conversations about succession plans that provide a legacy for their families.
Commercial Investment Real Estate Sep/Oct 2015 Mary Stark-Hood	Succession Planning According to a 2014 Financial Planning Association Survey, the greatest financial challenge facing small business owners is developing a retirement plan and exit strategy.
Registered Rep. June 19, 2012 Alan Lavine	Best Small Business Insurance Strategies Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients.
Investment Advisor January 2009 Lewis Schiff	What to Do with the Family Business If your client sells their business, would their children be in a better financial and personal position without the additional role of small business owner?
Financial Planning March 1, 2008 David Grau	In the Minority Transferring equity is an important step in the future of almost every financial services firm. While people don't live forever, a business can, if each succeeding generation plans appropriately. Minority interests are one way to achieve this.
Investment Advisor December 2006 Charles Goldman	Do It Now; Do It Right It's important for financial advisors to look ahead and ask the question: How do you plan to exit the business? If you're not sure, it's time to consider your options -- sell externally or internally -- and create a business transition plan that spells out the future of your firm.
Registered Rep. December 1, 2004 Anne Field	Planning for the Handoff Despite the obvious importance, for most small-business owners, careful planning of whom to turn the business over to and when to do it is just about the last thing on their minds. Advisors must persevere to get this job done.
Registered Rep. July 24, 2014 David Grau Sr.	Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice.
Inc. August 2007 Tom Nawrocki	Family Planning: A Rough Guide to Business Succession Here are some pointers and resources to learn more about succession planning.
Investment Advisor August 2007 Thomas D. Giachetti	Internal Medicine Because of the "graying" of the industry, it is increasingly important for advisory firms to consider succession planning issues, whether via internal succession or an external acquisition or sale. Critical to any successful succession is having the appropriate underlying documents in place.
Financial Planning September 1, 2007 Glenn G. Kautt	Helping the Handoff Survey results show that business owners are in need of help when it comes to transition planning. There are four phases in the transition of a business where advisors can help their clients.
Financial Planning January 1, 2007 David Grau	The Impact of Taxes When it comes to taxes, financial services practice succession isn't always well planned. What you don't know can hurt you, at the worst possible time.
Registered Rep. December 13, 2011 Charles Paikert	What Advisors Should Know About the Small Business Owner Market The good news: 50 percent of small business owners could use an advisor, and the best prospects, according to the survey, are women, younger owners, and owners who are thinking about retiring.
Financial Advisor October 2010 Steve Parrish	Time To Rebuild Financial advisors can help battered business owners plan for the future.
Registered Rep. August 1, 2005 Janet Arrowood	When a Partner Leaves What many partners should do -- and what any rep with an insurance license can help with -- is to fund a buy/sell agreement with life insurance. Before you can come up with the appropriate insurance solution, it is important to understand the thinking that went into the structuring of the buy/sell agreement.
Registered Rep. March 1, 2007 Ayres & Jones	It Takes a Team When helping a family-owned business develop a succession plan, the financial advisor must act as the quarterback (checking his ego at the door) to get all the right people to cooperate.
Investment Advisor July 2010 David DeVoe	Succession Planning: Planning Your Future Tips for financial advisors on choosing a successor, valuation, informing clients, etc.
On Wall Street April 1, 2013 Lorie Konish	Talking to Small Business Owners in Transition When speaking with small business owners, be prepared with specialized knowledge, willingness to coordinate, and the ability to handle emotions.
Financial Advisor October 2010 David Lawrence	A View From Both Sides To successfully retire, financial advisors have to carefully plan and develop a clear direction before taking action.
On Wall Street January 1, 2013 Mira Fine	Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone.
Inc. November 2006 Stephanie Clifford	How To Write a Buy-Sell Agreement Along with a general agreement about ownership and responsibilities, every business with multiple owners needs a buy-sell agreement.
Financial Advisor September 2006 Kristofor R. Behn	Seller Beware Is selling a financial planning practice to an outsider the best way to extract its true value?
Financial Planning September 1, 2006 David Grau	Internal Affairs For the small financial planning practitioner, selling to an employee is a daunting challenge that most owners never understand -- until it's too late.
Inc. May 1, 2000 Jill Andresky Fraser	Private Company Stock Finance 101: How many shares should you issue? How do you price them? It all depends on what you're up to
Financial Planning July 1, 2012 Ann Marsh	Think Small to Land Big Advising clients about their small businesses is not for the control freak, the timid or the egocentric. But for planners who venture into this terrain, working with entrepreneurs may provide some of the most satisfying experiences - financially and emotionally - of their careers.
Financial Planning March 1, 2007 Tere D'Amato	Buy-Sell Review If your financial advisory clients are business owners, updating their buy-sell agreements should be a regular exercise.
Financial Advisor May 2008 Rebecca Pomering	Adding New Owners Internal transition is the desired growth plan and succession plan for the vast majority of advisors and good planning, strategic thinking and thoughtful implementation will allow many to enact a transaction that ensures the desired outcomes for their staff, their clients and themselves.
Financial Advisor February 2008 Rebecca Pomering	Adding New Owners Across the industry -- and in the minds of most advisors -- the debate between internal and external succession continues. Read on for some pros and cons on this important issue.
Financial Planning September 1, 2006 Stephanie Bogan	The Boss Can't Let Go Why your senior advisor is dragging his feet about turning over the reins of the financial advisory firm -- and what you can do about it.
Investment Advisor December 2006 Mark Tibergien	Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting.
Inc. March 2008	Partnerships and Selling Your Company The legal options for a minority owner. Plus, how to prepare your company for sale.
On Wall Street October 1, 2011 Elizabeth Wine	Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent.
Registered Rep. November 1, 2005 Daniels, Leibell & Prince	A Plan for All Seasons A buy-sell agreement is an important component of a business owner's estate plan, but unless it is properly drafted and tailored to the particular circumstances, it can do more harm than good.
Investment Advisor March 2006 Mark Tibergien	Formulas for Success: Preparing for the Fall Are you succeeding at succession? This question increasingly comes up as advisors see each month flip away, and each year change a digit. In the autumn of your career, are you prepared for the inevitable?
Commercial Investment Real Estate Jan/Feb 2006 Howard Kass	Splitting Heirs Investors should be aware of how to determine a tenancy-in-common investment's basis, particularly when managing their estates. Careful pre- and post-death estate planning can minimize taxes significantly and facilitate smooth wealth transfer to TIC investment heirs.
Investment Advisor January 1, 2011 Mark Tibergien	The Day You Call It A Day The majority of advisors who wish to retire in three years are no more prepared for their exit from the business than those who plan to retire in 10 years.
Financial Planning August 1, 2007 David Grau	Your Stock in Trade The ability to obtain an affordable, accurate valuation of your small-cap financial services practice had not previously been available. Now that the opportunity exists, it could change the course of your career.
Investment Advisor November 18, 2010 Mark Tibergien	The Right to Vote Debate about how to grow an advisory business becomes especially fervent when firm ownership broadens beyond the founder. Should ownership include the right to vote on policies, procedures and people?
On Wall Street August 1, 2009 Denise Federer	Succession Planning: The First Step in Preserving Your Legacy Do you have a formal plan to prepare your successor and ensure the continuity of your financial practice? Or are you one of the 65% of business owners who haven't planned that far ahead?
Inc. July 1, 2003 Randall Lane	What's Your Company Worth Now? Knowledge is power, and knowledge of your company's value is the ultimate power tool. Here's what you need to calculate your own magic number.
Registered Rep. January 11, 2013 Mark Miller	Here Come the Boomer Biz Owners There are 12 million baby boomer business owners, and they're about to retire. Trillions of dollars may be on the table for advisors able to help them transition.
Inc. April 1, 2002 Jill Andresky Fraser	Business for Sale Roundup: Nothing's Moving Buyers are looking for companies. Sellers are ready to exit. So how come nothing's moving? Times are tough for business owners who are ready to sell their companies...
The Motley Fool January 15, 2010	Do You Need a Living Trust? Don't leave your loved ones a legal hassle.
Commercial Investment Real Estate May/Jun 2014 Richard Hunt	Accessibility Litigation Is ignorance really bliss? The number of lawsuits filed against business owners based on violations of the Americans With Disabilities Act and Federal Housing Administration accessibility requirements grows every year.
BusinessWeek May 21, 2007 Anne Tergesen	A Costly Glitch For 401(k) Heirs A law giving non-spouses a tax break doesn't always apply. How to protect your kids.
Inc. April 2008 Darren Dahl	Meet the Buyers Sellers of businesses are more or less the same: They're all looking for the best price they can get. Buyers are trickier to figure, because different buyers can see the same company in different ways.
The Motley Fool June 26, 2006 Dan Caplinger	Who'll Take Over When You Go? After you retire, what should you do with your business? Planning for how your business will go on without you is as challenging as planning for how your business first started.
Investment Advisor March 2010 Mark Tibergien	Formulas for Success: What's a Young Advisor to Do? There is evidence that young advisors feel stymied in their efforts to acquire interests in their firms.
Financial Planning April 1, 2007 Sheryl Garrett	Co-Owning a Home One way to play the high-priced real estate market is to buy a home with friends or family.