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Tag Archives: succession planning

Nationwide study reveals troubling small business statistics

Looks like a disaster waiting to happen… We all know that common expression and it perfectly reflects my thoughts when I was recently reviewing the results of Nationwide’s 2017 Business Owners Attitudes and Usage Study. Here are the key findings that I found rather scary: Only 20 percent of business owners have built a disaster […]

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Do you know how estates will be taxed next year?

August is “Make a Will Month” and it seems like a good time to talk about your exit planning (excuse the wording) again. These topics are crucial for everyone, but they are especially important for small business owners. This year, I need to double-down on stressing this importance because we could be in for a […]

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Use Make-a-Will Month to Plan Your Small Business Exit Strategy

August is National Make-a-Will month and it should serve as a reminder for small business owners to have their succession plans in place. Often it’s hard enough to coax small business owners into writing an initial business plan when they’re starting out and it can get even more difficult to make them seriously consider putting […]

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