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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:

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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

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  • BCAS Form ADV Part 2

Baldwin & Clarke Advisory Services, LLC (BCAS) is a Registered Investment Adviser with the United States Securities and Exchange Commission.

The information in this website has not been approved or verified by the United States Securities and Exchange Commission, or by any state securities authority.  Additional information about Baldwin & Clarke Advisory Services, LLC is available on the SEC’s website at:  www.adviserinfo.sec.gov, using CRD # 105666. Registration does not imply a certain level of skill or training.

Circular 230 Disclaimer: Neither BCAS nor its representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.  Unless expressly stated otherwise on this website:

1) nothing contained in this website was intended or written to be used, can be used by any taxpayer, or may be relied upon or used by any taxpayer for the purposes of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended;

2) any written statement contained on this website relating to any federal tax transaction or matter may not be used by any person to support the promotion or marketing or to recommend any federal tax transaction or matter;

3) any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor with respect to any federal tax transaction or matter contained in this website.  No one, without our express written permission, may use any part of this website in promoting, marketing or recommending an arrangement relating to any federal tax matter to one or more taxpayers.

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