SURVIVAL KIT—Risks of a family-owned business (Fall 2007 Newsletter)

One of the strengths of a family-owned business is often the simplicity of management structure. A relatively small group of individuals, sometimes one key owner/manager, makes the critical decisions that make the company run. >>Read More




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For the past 30 years, Don has worked with family-owned companies to develop exit strategies for the owners, facilitate the transfer of the business to future generations, and, in some instances to create special employee groups to buy the companies. He currently serves a clientele in 36 states and 4 foreign countries. >>Read More

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No Better Time Than Now

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Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

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