You have worked to grow your business, and you are ready to think about an exit strategy – first, congratulations! Your hard work and dedication should not go unnoticed, and you deserve to exit with a solid plan to take you to the next chapter of your life. When it comes to selling your business,…
This is a guest post written by Chris Caldwell, CFP®, AIF®, AEP®, ChSNC®, CRC®, MBA, Partner, Highland Trust Partners. It is a normal Wednesday afternoon at your business when you receive a call that could change your outlook on life. On the other end is a person representing a buyer of businesses similar to yours…
This episode of ProfitSense featured insightful conversations with three outstanding business leaders, focusing on the importance of memorable gifting, better advisory services for business owners, and meticulous planning for business exits. Mark Beal, CEO of Instead of Flowers, shared his experience in the gourmet meal delivery sector, emphasizing the transformative power of meaningful corporate and individual…
On this episode of ProfitSense, we welcomed three accomplished company leaders to delve into various aspects of successful businesses, financial management, and future planning. Andrew Sullivan, Sullivan and Schlieman Wealth Management, discussed year-end financial planning and common issues that prevent people from achieving financial success in retirement. Ken Madren of PermaTherm shared the impact of communication on business…
Chris Caldwell, Partner at Highland Trust Partners, and Aaron Wynn, President of Hunter Recruitment Advisors, were guests on this episode of ProfitSense with Bill McDermott. Chris discussed how he got into financial planning, who they most often work with, the business owner’s level of preparedness for the future, how business planning unfolds, and much more. Aaron began…
End of content
End of content