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As a business owner, you manage all sorts of complexity in your work. Goals, expectations, and the people who help you meet them may change. But even though things constantly change, you can still adapt, thanks to smart and focused business planning. After all, if your company couldn’t adapt to change, it likely wouldn’t be as successful as it is today.
The same ideas apply when you’re planning for your business’ future and the evolution of your relationship to it. Change is often more than just OK it may be necessary to position yourself to reach your future ownership goals and give your business the best chance to thrive long term.
Erik Owen. Photo courtesy of the Wisconsin Chapter of the Exit Planning Institute.
Milwaukee, Wis. and Madison, Wis. – January 28, 2021 – The Wisconsin Chapter of The Exit Planning Institute (EPI) has named its leadership board for 2021-2022.
Erik Owen, president of EPI Wisconsin, said, “The Wisconsin Chapter of the Exit Planning Institute is a dynamic, growing group of professionals that are passionate about educating business owners and advisors about exit planning. We continue to host great education opportunities and now, with a strong core group, we are focused on building a broader community of professionals for referrals as well as enhancing the teamwork necessary to execute the mission of superior exit planning.”
AdvicePeriod Extends West Coast Reach with New Partner Advisor
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AdvicePeriod continues to influence the wealth management industry, rapidly expanding in various states around the U.S.
The fact that we are committed to taking a client-centric approach to wealth management is what attracts many Partner Advisors. LOS ANGELES (PRWEB) January 20, 2021 AdvicePeriod, a nationwide network of experienced, like-minded advisors, is pleased to announce the addition of Niza Oun-Nguyen as a Partner Advisor in Irvine, California.
Niza was introduced to AdvicePeriod through its partnership with Ryan Shanks and FA MATCH, a pioneer in data-driven financial advisor recruiting.
Prior to joining AdvicePeriod, Niza was a Vice President for a major institutional wealth manager where she managed wealth for high net worth families, business owners, institutions, and foundations. She also held positions at Canterbury Cons
Sponsored Content provided by Dallas Romanowski - Managing Partner, Cornerstone Business Advisors
When planning for the future, you have a wealth of options related to who should continue to run your business. Many business owners’ plans fall short because they are unaware of the many options they have available to them and the pros and cons of each path.
One common exit path is a family business transfer. This allows you to keep the business in the family and still have an attachment to the business. You may not get as much money for this type of transfer and it could take longer to complete, but there may be real benefits as well.