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PHONE+ August 27, 2009 Philip Josephson	Exit Stage Right By Driving Value If you are an owner of a company, it is important to create an exit plan and to create and preserve value within your company.
The Motley Fool June 26, 2006 Dan Caplinger	Who'll Take Over When You Go? After you retire, what should you do with your business? Planning for how your business will go on without you is as challenging as planning for how your business first started.
Financial Advisor April 2007 Grove & Prince	Tune In To America's Core Wealthy Small business owners represent that greatest potential for growth and wealth in America. Historically, they have been a lucrative and complex client for financial advisors and will remain so.
Registered Rep. June 19, 2012 Alan Lavine	Best Small Business Insurance Strategies Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients.
Commercial Investment Real Estate Sep/Oct 2015 Mary Stark-Hood	Succession Planning According to a 2014 Financial Planning Association Survey, the greatest financial challenge facing small business owners is developing a retirement plan and exit strategy.
Registered Rep. August 1, 2005 Janet Arrowood	When a Partner Leaves What many partners should do -- and what any rep with an insurance license can help with -- is to fund a buy/sell agreement with life insurance. Before you can come up with the appropriate insurance solution, it is important to understand the thinking that went into the structuring of the buy/sell agreement.
On Wall Street January 1, 2013 Mira Fine	Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone.
Investment Advisor August 2007 Thomas D. Giachetti	Internal Medicine Because of the "graying" of the industry, it is increasingly important for advisory firms to consider succession planning issues, whether via internal succession or an external acquisition or sale. Critical to any successful succession is having the appropriate underlying documents in place.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
On Wall Street October 1, 2011 Elizabeth Wine	Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent.
Registered Rep. December 13, 2011 Charles Paikert	What Advisors Should Know About the Small Business Owner Market The good news: 50 percent of small business owners could use an advisor, and the best prospects, according to the survey, are women, younger owners, and owners who are thinking about retiring.
Registered Rep. May 1, 2004 Kevin McKinley	Taking the Ax Out of Tax An advisor knows a big payday is in the offing if he can prove himself indispensable in figuring out how to get the client the money he needs while helping him cut his tax bill when selling highly appreciated assests. A look at private annuity trusts.
Investment Advisor January 2009 Lewis Schiff	What to Do with the Family Business If your client sells their business, would their children be in a better financial and personal position without the additional role of small business owner?
Financial Advisor February 2009 Rebecca Pomering	M&A In A New World The old assumptions about a firm's value have to be tossed out, and advisors must deal with new ones.
Financial Planning September 1, 2011 Ed Slott	Taking Special Care With Inherited IRAs Advisors can help families with special-needs beneficiaries preserve assets, and reduce unnecessary costs and losses.
Registered Rep. January 11, 2013 Mark Miller	Here Come the Boomer Biz Owners There are 12 million baby boomer business owners, and they're about to retire. Trillions of dollars may be on the table for advisors able to help them transition.
Financial Planning August 1, 2008 David Grau	Worthy Successors In the financial services industry, the general term "succession planning" describes any number of plans to deal with an owner's departure from the business.
Financial Advisor February 2008 Rebecca Pomering	Adding New Owners Across the industry -- and in the minds of most advisors -- the debate between internal and external succession continues. Read on for some pros and cons on this important issue.
Financial Planning March 1, 2007 Tere D'Amato	Buy-Sell Review If your financial advisory clients are business owners, updating their buy-sell agreements should be a regular exercise.
Financial Advisor October 2010 David Lawrence	A View From Both Sides To successfully retire, financial advisors have to carefully plan and develop a clear direction before taking action.
Registered Rep. November 25, 2009 Philip Palaveev	The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners.
Financial Planning October 1, 2008 Jeanne Lee	Weathering the Storm These days, small business clients are suffering from shrinking revenues and personal retirement accounts. As a financial advisor, you can offer strategies to help business owners cope.
Registered Rep. July 24, 2014 David Grau Sr.	Charting Your Succession Course The author delineates the usual alternatives for selling an advisor practice.
Financial Planning July 1, 2009 Donald Jay Korn	Filling the Gaps Clients who own small businesses are likely to face problems in this uncertain economy, and financial planners can help address at least some of their issues.
Commercial Investment Real Estate Nov/Dec 2009 Harvey Berenson	Cost-Segregation Solutions These studies can provide tax advantages even after property sales.
Registered Rep. June 1, 2004 John Churchill	Keeping Family Businesses in the Family It's not news that mixing family and business can be messy, but advisors might be surprised to know the extent to which family-owned businesses need their services.
Financial Planning July 1, 2007 Suzanne McGee	Serving Small Business Forging solid relationships with small-business owners gives financial planners a chance to grow with clients.
Registered Rep. December 1, 2006 Christopher O'Leary	Saving the Entrepreneur From Himself For financial planners, showing a business owner the value of his company -- the potential lump sum from a sale -- can focus the mind.
Financial Planning May 1, 2012 Ed Slott	Newfangled Annuities A new tool has been proposed to help their clients manage the pace of distributions from their retirement accounts and to ease their fears about outliving their life expectancy. In February, the IRS released proposed regulations about the establishment of "qualified longevity annuity contracts."
Investment Advisor December 2007 Marlene Y. Satter	A Taxing Dilemma Are your financial advisory clients getting more worried about estate taxes? Help set their minds at ease with these options.
Registered Rep. September 7, 2015 Kevin McKinley	Eight Outside the Box Risk Categories Here are eight outside the box situations that may signal it's time to take a more cautious approach to investing and allocating clients' assets.
Commercial Investment Real Estate Jul/Aug 2010 Cunill-Fals & JShindell	Buying Into Distress This article discusses the typical loan purchase process and some of the advantages and disadvantages of buying nonperforming commercial real estate loans.
Registered Rep. August 1, 2005	Briefs Ripe Targets: Family Business Owners... SBA Loan Demand Still High... What the Women Are Telling You...
Financial Planning January 1, 2007 David Grau	The Impact of Taxes When it comes to taxes, financial services practice succession isn't always well planned. What you don't know can hurt you, at the worst possible time.
Financial Advisor May 2008 Rebecca Pomering	Adding New Owners Internal transition is the desired growth plan and succession plan for the vast majority of advisors and good planning, strategic thinking and thoughtful implementation will allow many to enact a transaction that ensures the desired outcomes for their staff, their clients and themselves.
Registered Rep. October 23, 2013 Kevin McKinley	Five Reasons to Keep a Life Insurance Policy Even a couple who seems to be financially-independent will find that an "unneeded" life insurance death benefit may actually come in handy down the road.
Investment Advisor November 2005 Angela Herbers	The Fast Track: Wising up Only one person can define your success: you. Before listening to consultants, financial advisors should listen to themselves.
Commercial Investment Real Estate Nov/Dec 2006 Len Jarrott	Considering CRTs Charitable remainder trusts are an exit option for commercial property owners.
U.S. Banker April 2008 Anthony Malakian	Another Boomer Boom: Sales of Small Businesses The next two decades are a critical window for banks to help Baby Boomers manage their companies toward a sale, actually exit their companies, and manage the liquid assets in retirement.
Financial Advisor September 2008 Kenneth P. Brier	Political Winds With current low tax rates on capital gains and dividends likely targets in any tax debate, it may be a good time for advisors and their clients to consider taking action.
Registered Rep. September 26, 2014 Mindy Diamond	Take the Sunset Package or Sell the Business? For employee advisors, exploring your firm's sunset program might be a sound way to face retirement.
Registered Rep. March 1, 2007 Ayres & Jones	It Takes a Team When helping a family-owned business develop a succession plan, the financial advisor must act as the quarterback (checking his ego at the door) to get all the right people to cooperate.
On Wall Street August 1, 2009 Denise Federer	Succession Planning: The First Step in Preserving Your Legacy Do you have a formal plan to prepare your successor and ensure the continuity of your financial practice? Or are you one of the 65% of business owners who haven't planned that far ahead?
Investment Advisor December 2006 Charles Goldman	Do It Now; Do It Right It's important for financial advisors to look ahead and ask the question: How do you plan to exit the business? If you're not sure, it's time to consider your options -- sell externally or internally -- and create a business transition plan that spells out the future of your firm.
Financial Planning May 1, 2008 Jeanne Lee	Protection Money Financial planners can cement their position as trusted advisors to small business owners by starting conversations about succession plans that provide a legacy for their families.
Financial Advisor November 2004 Alan Lavine	Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s.
Investment Advisor October 2008 Dan Inveen	The Architects The best firms focus their business planning on the here and now, which makes their futures much brighter.
Entrepreneur November 2006 Carol Tice	Lost in Transition If you don't take steps to ensure your company's future now, you may not have the chance later. Here's how to plan for a smooth business transition.
Entrepreneur June 2008 Carol Tice	Give Yourself a Raise How entrepreneurs can get an income boost and cut taxes at the same time.
Financial Planning July 1, 2006 Tom Foster	Small Plans, Big Gains Becoming an expert in small-business retirement plans could create a big future for your financial advisory clients.