Knowledge Center

How does a business owner transition out of their business successfully? See the 5-step checklist to get started.

Understand the reality of the exit planning landscape and the importance of planning for business succession much sooner than later.

Learn the 13 essential documents to have in place to protect your family and your business in the event of your death or disability.

80% of a business owner's networth is typically locked in their business while at the same time, less than 20% of businesses actually sell. Learn how you can save outside of your business and diversify your overall networth.

Learn how Required Minimum Distributions work, if you will be required to take them, and how they will affect your taxes.

Here are ten ways to increase the value of your company.

When planning a business exit, a professional advisory team should be formed to guide you through a successful transition.

Investing in your team will be essential to building value and ensuring a smooth transition to exit your business on your terms.

5 Ways to Increase the Value of Your Business by Adopting a Value Builder Mindset

50% of business exits are involuntary due to not planning in advance for these five risks: death, disability, divorce, disagreement, and distress.

Learn about the 4 types of Intangible Capitals that make up 80% of your business value.

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

You are 42% more likely to achieve your goals by simply writing them down. Learn this and 8 more tips to achieving even your hardest goals.

Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?

PEPs and MEPs both offer retirement options to smaller businesses. Here's your guide to understanding the benefits and restrictions, so you can decide which plan works best for your business.

The business landscape is a competitive one, so the more knowledgeable you are, the greater your chances are of creating — and maintaining — a successful company.

These 5 (and mostly free!) tech tools will be complete game changers to get your small business organized.

As an executive, it's important to ensure that the complexities of your finances are organized so that your legacy and estate are well taken care of in the long run.