Exit Stage Right
with Martha Sullivan
12/28/17What business owners want from advisersYear-end is the time of year when people come together and want to get transactions done. Recently, as a CPA and value-growth advisor, I’ve been working with two different individuals looking to buy a business. |
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12/12/17Same company, different expectations for transitionOne of the wonderful aspects of my job is getting to know different people and how they view the world. Two people can look at the same thing and see something very different. |
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11/30/17Plan before attracting a new employee with stockAn equity position could sweeten the pot for a new employee. It could also poison the brew if not carefully crafted. |
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11/16/17Waiting on Washington to make estate tax changes? You might die firstWashington is buzzing right now about proposed federal tax legislation. One of the key elements of bill being considered proposes changes to the estate tax. |
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10/31/17What 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. |
Spending half her career as an advisor to privately-held and family businesses and the other half in CFO/COO roles, 
