Exit Stage Right

with Martha Sullivan

October 2017


What can the Great Pumpkin and Charlie Brown teach you about succession planning?

You may be thinking, what does It’s the Great Pumpkin, Charlie Brown and succession planning have to do with one another. If you are the next generation, a lot.

Posted at 11:24 AM | Permalink | Comments


Nothing like a high school reunion to put exit planning into perspective

A couple weekends ago I went to my Madison East High School class reunion.

Posted at 11:34 AM | Permalink | Comments


Role of estate taxes in succession planning

Estate taxes often come up when talking with business owners and other clients as they think about retirement and leaving the business.

Posted at 10:58 AM | Permalink | Comments

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