The impulse to help others in need and to share good fortune is universal. It has never been solely the province of the very wealthy; charitable giving at all income levels, whether by donating time, money, or expertise, is a part of many people’s life plan. When it comes to giving plans that involve donating […]
family business
Selling a Family Business: Preparing for a Transformational Event
It’s generally thought that there are several cycles that reflect where a business is in preparedness for a sale. These capture the economy, the market, and the mindset and planning of the business owners. From an economic standpoint, the liquidity cycle is the one that matters. This cycle gauges the amount of available liquidity and […]