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Estate Planning

How to Find the Right Financial Advisor When Selling a Business or Real Estate

Friday, October 5th, 2007

Finding the right financial advisor / exit planning specialist is one of the most important first steps in creating a solid exit plan when selling appreciated real estate or a business.  However, many sellers take this task too lightly and believe that any ol’ advisor will do… because that is their job… to advise me on […]

Welcome to the Settlement Institute Exit Planning Blog!

Monday, July 30th, 2007

Hello and welcome to the Settlement Institute Exit Planning Blog!
This blog was created to be an unbiased outlet for information to help both sellers and professional advisors learn effective exit strategies and everything else that is related to selling an appreciated asset.
The Settlement Institute is an educational institute that focuses on providing the highest quality […]

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