Succession Planning is a Team Sport - For business owners nearing retirement age, having a succession plan for their business is key to getting equity out. A critical component of any plan is making sure the right advisors are on board and working together for the client's objectives.
Don't Let Your Clients be Lured By Fools Gold - The Great Recession has caused many to reach for higher returns, but this strategy could lead to larger losses than gains.
Doug Hepburn in the News
