Business Succession Planning

Don’t die before you pass your business’ torch. Here is how to plan the handoff. As baby boomers enter retirement years in droves, the question of who will succeed them in their businesses is an ongoing issue. While some can’t wait to leave their careers to start doing all those things they have been postponing […]

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When it’s time to get serious about getting financial help

August 25, 2014 – Published in the North Bay Business Journal When making any major decision, it is important to know when to seek professional advice.  With financial decisions in particular, an expert can be critical given the number of options available today. Here are a series of scenarios when it may make sense to get […]

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