Paul and Hasan co-owned a successful mid-sized business and were preparing to sell. Their goal was to sell the business in a way that provided them with financial security while making the transition smooth. The Challenge The key challenge was that while both Paul and...
When Mark came to us, he had spent years focused on growing his business and handling the daily challenges that come with running a company. Leaving the business hadn’t been on his mind thus the company’s structure was still based on advice he received when he first...
Patty (55) and Doug (56) own an manufacturing company with several employees. They were considering selling their business in about five years. They are concerned that the sale may not provide sufficient funds to meet their retirement needs, as they have not saved...
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