It’s been more than five years since the economic downturn and market bottom of March 2009, and we’re observing an interesting disconnect between the general economy and the capital markets.
Business owners contemplating a sale of their company are often tempted to handle their own transaction and question why they should engage a trusted advisor to manage the deal.
Over the years, when I have met with business owners to discuss personal financial planning, I have asked two inevitable and unavoidable questions: “When will you retire?” and “What will you do with your business?”