Popular Topic(s): Succession Planning
Estate Planning for Business Owners: Keeping Your Business and Personal Finances Safe in Succession

As a business owner, you’ve likely poured not only your time and energy into building your company but also your personal assets. Being deeply invested…

Financial Planning for Business Owners

Running a business means juggling many hats, from leading your team to caring for your loved ones. Beyond numbers, your financial planning decisions shape the…

Attractive vs. Ready—Is Your Company Ready to Sell?

An entrepreneur who buys businesses from retiring owners recently shared his methodology for business valuation with me. The concept of business attractiveness and readiness in…

Accelerating Value—5 Stages of Value Maturity and Value Maturity Index

How Valuable is Your Business?  As a San Diego business owner, your business is often the most valuable asset in your net worth. Just as…