Business Owners
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
November 13, 2017
Tag: selling closely-held business
Business Owners
What Business Owners Need Most!
Jim Lorenzen, CFP®, AIF® Business owners spend long hours for many years trying to build their dream. For many, their business represents 70%, 80%,
October 2, 2017
Business Owners
Someone else likes your key employee – Your competition!
Jim Lorenzen, CFP®, AIF® Successful business owners know they’re successful because of their people. Within that group there’s usually one or two key people that
March 28, 2017
Business Owners
Is Your Business A Ticking Grenade?
Jim Lorenzen, CFP®, AIF® Did you know that as much as 80% to 90% of many business owner’s net worth is tied-up in their businesses?
February 28, 2017
Business Owners
Trying to Keep Top Talent? This could be your roadmap
Jim Lorenzen, CFP®, AIF® No, that’s no my picture – I wish I were that young and good looking; but he does look like a
February 21, 2017
Business Owners
SELLING YOUR BUSINESS? This may be the best kept secret you’ll need.
Jim Lorenzen, CFP®, AIF® Ever heard of a “One-Way Buy-Sell” arrangement? Don’t feel bad. Few people have. I know when I was in publishing I
January 24, 2017
