Archive for July, 2007
Baby Boomer Exit Planning Survey - take a couple minutes…
Monday, July 30th, 2007As you know, the Baby Boomer generation is looming on the brink of retirement and one of the biggest transfers of wealth and assets ever will take place over the next 20 years or so.
While there are good statistics and articles out there… one excellent way to get a true picture of the actual market […]
How to choose the right Exit Strategy - Free Manual
Monday, July 30th, 2007One huge question that we keep getting over here at the Settlement Institute is “how do I find the right exit strategy for me or my client?”
As you know, that question is not as straightforward as it may seem.
Every seller has different goals… which requires a different set of strategies to help the seller meet […]
Welcome to the Settlement Institute Exit Planning Blog!
Monday, July 30th, 2007Hello 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 […]