FINANCIAL AND LEGACY PLANNING:
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:
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BUSINESS SUCCESSION/ EXIT PLANNING:
Exit Planning Newsletters:
Informative Exit Planning Articles:
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
- 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