Succession planning is a proactive, strategic approach that allows owners to exit their businesses on their own terms. Not all businesses are created equal, and one of the more common misconceptions we’ve seen business owners share is related to the time frame it takes to walk away or retire. The reality is, the process of […]
If you ask someone what he does for a living and he says he’s a dentist, there isn’t a follow up question. People know what dentists do: They clean teeth, fill cavities, perform root canals and remind you to floss to no avail. The same clarity does not exist for the financial planning professional.