Insights

FINANCIAL AND LEGACY PLANNING:

• Maximizing the Benefits From the Sale of Your Business
• Estate Planning Re-Imagined

WEALTH MANAGEMENT:

• Morningstar Markets Observer 4th Quarter 2018 – Data as of 9-30-18
• Polen Capital – Credit Quality and Valuation Trends of the S&P 500

CORPORATE FINANCE:

• Maximizing Value in the Sale of Your Company Article

THE BALDWIN & CLARKE JOURNAL NEWSLETTER:

 Click here to sign up for the B&C Journal

BUSINESS SUCCESSION/ EXIT PLANNING:

Exit Planning Newsletters:

Informative Exit Planning Articles:

• Indecision: The Wrong Decision
• Is Exit Planning Worth the Time and Money?

The Latest Exit Planning Newsletters:

• Working Backward: 3 Questions to Ask About Your Planning
• Incentivizing Your Best Employees to Stay
• 3 Things to Remember About Third-Party Sales
• How Business Owners Are Approaching Their Futures

 Exit Planning White Papers:

• Business Continuity Planning
• Business Growth By Acquisition
• Business Valuation – 5 Reasons Why It Is Important
• Employee Incentive Planning
  • Employee Benefit Checklist
• Exit Paths for Business Owners
• Headwinds
• Leaving Your Business Is Inevitable
• Successful Transfer of the Family Business
• Top 10 Deal Pitfalls
• Transferring Wealth to Children – A Primer for Business Owners
• Transferring Your Company to Key Employees
• Using Short-term Key Employee Incentives to Increase Sale Price
• Value Drivers