Tools & information to enlighten and inform

Putting the things you need at your fingertips is just another way we serve you. Here, you’ll find insightful blog articles written by us, and a page on behavioral finance, to explain and help prevent irrational investor behavior. There’s our “living your legacy” module, for tips on how you can strengthen the impact you have today on the people and causes you value most. You will also find a tool to help you compile your confidential financial information in one secure place, and another to help you determine what your business is worth. As always, if there is anything else you ever need, feel free to let us know.

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Keep it in the family: succession planning for franchise owners

How a clear succession plan helps ensure generational continuity.

Business Ownership
Setting 2023 goals for your business? Consider these ideas
From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.
Business Ownership
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A Perfectly Timed – and Planned – Exit
2/4/2019
Though selling a business is rarely a cakewalk, the right preparation can help you make the most of your hard work.
Business Ownership