Our Wealth Management Blog
Preparing a succession retirement plan can help you transition into retirement and ensure the continued success of your business.
Transferring a franchise succession is different than other businesses. There are laws and bylaws that must be operated within. We understand these, and we’ll work with you, our partners, and your advisors to create a strategic solution designed to meet your goals.
Since the pandemic hit in March, we’ve had some difficult conversations with franchise owners. In particular, restaurant franchise owners who have really been struggling. We’re Guiding Franchise Owners Through the Pandemic.
The importance of diversification for small business owners can be understood by many. However, it may not be common knowledge of how much strategy and planning are needed to protect the business. The following article discusses a few reasons diversifying may need...