I’m going on a bit of a rant this week! I hope you’ll find it helpful. For many years financial advisors, M&A advisors, insurance brokers, bankers, and estate planning attorneys talked about “exit planning” or “liquidity events.” They were dismayed as owners were disappointed by the money they got for the company they’d nurtured for … Continue reading Is the Idea of a ‘Nest Egg’ Outdated?
