15 Tasks to De-risk Your Family After Selling Your Business

STEP 1-What is the very first piece of advice I believe should be offered to business owners post sale?  Take your time, don’t be in a hurry to make decisions about what to do with the proceeds.  STEP 2- If you are taking your time with the proceeds, what is the second step I recommend? [...]

What are your goals?

What if you’re just not sure where to start? To get started you can frame your questions using the broad categories in Figure 1.   Writing down your thoughts by category will help narrow down your goals and begin to get clarity on what is important to you. Once you have this data, prioritize it [...]

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