FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
You've worked your entire life to build your business. We have the experience to help you protect it and transfer it. Specializing in helping individuals organize, transfer, continue, and sell their life's passion is what we do. We’ll work with your team (or help develop a team) of professionals to plan and organize documents to protect you and your family.
Succession planning is a process of working with business leaders on issues of ownership transfer over time. Providing a path to ready the next generation, whether within the family or outside of the family, to take on the leadership role. This process prepares and allows for the business to carry on after current family, leadership or key employees retire or pass away.
During what now is seen as a normal business cycle, preparing the business to be monetized or sold takes significant thought and planning. How, to who, or when the business is transferred are questions among several others that needed to be asked. In addition to determining a fair value, working through tax considerations, employee benefits and current employee wellbeing, this process is critical to long term success of the business whether you are the seller or the buyer.
While no one wants to think about the unthinkable, continuity planning helps businesses run effectively during a time of catastrophic loss, disability or sudden death within the ownership, leadership, or key employee group. Planning for and preparing for events like these help good businesses grow and thrive over long market cycles.
Business Valuation Resources
Index of Applicable Federal Rates (AFR) Rulings
Standard Industrial Classification (SIC) System Search