Exit Stage Right

with Martha Sullivan

12/28/17

What business owners want from advisers

Year-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.

Posted at 10:22 AM | Permalink | Comments

12/12/17

Same company, different expectations for transition

One 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.

Posted at 11:53 AM | Permalink | Comments

11/30/17

Plan before attracting a new employee with stock

An equity position could sweeten the pot for a new employee. It could also poison the brew if not carefully crafted.

Posted at 12:27 PM | Permalink | Comments

11/16/17

Waiting on Washington to make estate tax changes? You might die first

Washington is buzzing right now about proposed federal tax legislation. One of the key elements of bill being considered proposes changes to the estate tax.

Posted at 09:50 AM | Permalink | Comments

10/31/17

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