Category: Business Owners

The One-Way Buy-Sell

Typically, small business owners are the active managers of their businesses, are heavily invested in their businesses, and generally rely on a small number of important accounts and suppliers.  Also, in most, if not all, cases no secondary market exists for easy valuation and quick disposition of ownership.

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Business Valuation Matters

Jim Lorenzen, CFP®, AIF® Business valuation matters!   And, not just when you plan to sell.   Few business owners realize that valuation ‘what-if’s’ can help determine

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