The role of the financial adviser in helping owners leave their businesses in style

Article Abstract:

The authors discuss a seven step business exit plan which financial planners may use to aid their clients in transferring their business interests in a practical and economical manner. The steps include planning objectives, valuation, increasing value, third-party sales, related-party transfers, and contingency planning for business and family.

Financial Planning, Methods, Practice, Business planning

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Investment advising in goods times and bad

Article Abstract:

The author evaluates financial service professionals' performances during bull markets and market slumps and the mistakes they make during declines, and suggests actions they could take to improve their advice to clients.

Evaluation

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Estate tax law changes: more sales opportunities for financial advisers

Article Abstract:

The author discusses sales opportunities which may develop for financial advisers following 2001 estate tax law changes.

Laws, regulations and rules, Marketing, Estate tax, Estate taxes

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