Your Next Adventure: Planning for Life After the Sale of Your Business
Rowe, Marshall; Fitts, Jim; Weeks, John
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Language: English
Published by Lioncrest Publishing, 2019
- Softcover
- New
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- Title
- Your Next Adventure: Planning for Life After the Sale of Your Business
- Author
- Rowe, Marshall; Fitts, Jim; Weeks, John
- Publisher
- Lioncrest Publishing
- Publication year
- 2019
- Condition
- New
- Binding
- Soft cover
- Language
- English
- ISBN 10
- 1544502141
- ISBN 13
- 9781544502144
Every good business owner has an operational plan—but only 17% create a fully articulated transition strategy. Even then, the focus is usually on monetary and legal concerns, ignoring the important emotional and lifestyle impact of the change. To take on your transition happily, successfully, and securely, you need a holistic plan that incorporates personal, family, and financial concerns.
In Your Next Adventure, the team from The Colony Group shows you how to craft a robust transition strategy that considers your business, personal, familial, and community needs. From pre-sale to post-sale, Rowe, Fitts, and Weeks will help you plan ahead, assemble the right professional advisors, and incorporate your values, legacy, and loved ones into every choice you make.
It's never too early to start planning for life after the sale of your business. Your Next Adventure will prepare you for a future filled with potential, purpose, and satisfaction for you and those you care about.
In Your Next Adventure, the team from The Colony Group shows you how to craft a robust transition strategy that considers your business, personal, familial, and community needs. From pre-sale to post-sale, Rowe, Fitts, and Weeks will help you plan ahead, assemble the right professional advisors, and incorporate your values, legacy, and loved ones into every choice you make.
It's never too early to start planning for life after the sale of your business. Your Next Adventure will prepare you for a future filled with potential, purpose, and satisfaction for you and those you care about.
"Synopsis" may belong to another edition of this title.
About the Author
Marshall Rowe, President, Business Owner Services and Managing Director, Northern New England at The Colony Group, has over thirty years' experience developing portfolio strategies and analyzing investment opportunities.
James Fitts, CFP, Managing Director, Business Owner Services and Senior Family Wealth Advisor at The Colony Group, has been assessing personal and business financial positions and advising family-owned businesses on ownership and succession for more than forty years.
John Weeks, CExP, Managing Director, Family Wealth & Business Transition Planning at The Colony Group, has been working in wealth management, commercial banking, and family business for over thirty years.
Together they help clients attain life goals, as well as financial objectives.
James Fitts, CFP, Managing Director, Business Owner Services and Senior Family Wealth Advisor at The Colony Group, has been assessing personal and business financial positions and advising family-owned businesses on ownership and succession for more than forty years.
John Weeks, CExP, Managing Director, Family Wealth & Business Transition Planning at The Colony Group, has been working in wealth management, commercial banking, and family business for over thirty years.
Together they help clients attain life goals, as well as financial objectives.
"About the title" may belong to another edition of this title.
California Books
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