Archive for October, 2007
Federal Capital Gains Tax Rate Update - Raising the rate…
Monday, October 22nd, 2007To most people in the financial and tax worlds the impending federal capital gains tax rate hike in 2011 is no new news.
This has been scheduled since the 2003 capital gains tax rate changes and should really be no surprise to most people.
However, with this federal capital gains tax rate increase (set to increase to […]
Selling a Business - Selling to a third party buyer
Friday, October 19th, 2007One challenge that ALL business owners will face sooner or later is choosing the best way for them to exit their business.
Most business owners will choose to sell their business… but even this isn’t as straight forward as it seems.
As a business owner you need to decide how you will sell your business.
Will you:
Transfer the ownership […]
Zero In on the 76 Million Baby Boomers for Exit Planning…
Wednesday, October 10th, 2007Here’s a quick post on a great article I found that can help financial advisors and exit planners capture… and keep their clients as they move into the retirement phase.
I recently ran across a great article on the impending Baby Boomer retirement influx and how you can better position yourself to capture more clients.
What most […]
How to Find the Right Financial Advisor When Selling a Business or Real Estate
Friday, October 5th, 2007Finding 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 […]