Financial Planning

…and why I believe 2033 projections are more important.

Salina’s inaugural leadership summit was a huge success. Here are a few of our key observations…

As I write this, the market recovers from the worst sell off of 2024. Don’t be one that make decisions to damage their long term plans.

Here are 10 of my takeaways from working with owners on their business growth and exit planning transition.

De-risking is one of the main things we preach when you begin exit planning; the same actions we take to grow our practice help us de-risk.

We are increasingly convinced that these Four freedoms must be front and center in your exit planning work.

Buying a business is hard enough. Buying a business without investigating your suspicions can be catastrophic.

Most business owners have assumptions about the successful sale of their business. The bad news is that these assumptions are often flawed.

Read about Gerard Gust’s master class on how to prepare yourself, your heir, and your business for the next chapter.

Here are the top three lessons I’ve learned from the process of working with several businesses sell their companies.